7. Setting Up and Managing Alerts
by Simon Buxton
Microsoft Dynamics AX 2012 R2 Administration Cookbook
- Microsoft Dynamics AX 2012 R2 Administration Cookbook
- Table of Contents
- Microsoft Dynamics AX 2012 R2 Administration Cookbook
- Credits
- About the Author
- About the Reviewers
- www.PacktPub.com
- Preface
- 1. Managing Users in AX 2012
- Introduction
- Creating a new Dynamics AX user
- Creating a Claims (flexible authentication) user
- Importing users from the Active Directory
- Understanding the user request workflow
- Defining user relations and basic roles in human resources
- Assigning roles to users
- Assigning profiles to users
- Managing users by PowerShell commands
- User groups, what happened?
- 2. Working with Licensing in AX 2012
- 3. Model Management
- 4. Setting Up and Managing the Application Object Server
- 5. System Monitoring
- 6. Setting Up and Managing E-mails and Batch Processing
- 7. Setting Up and Managing Alerts
- 8. Setting Up and Managing Legal Entities and Partitions
- 9. Setting Up and Managing Workflow
- 10. Setting Up and Managing Security
- Introduction
- Manually assigning users to roles
- Dynamically assigning users to roles
- Creating a model for security
- Creating a new security role
- Adding duties and privileges to a role
- Overriding role permissions
- Setting up record-level security
- Maintaining date-effective policies
- Segregation of duties and mitigating risk
- 11. Setting Up and Managing Reports and BI
- 12. Setting Up and Managing the Application Integration Framework
- 13. General Performance-related Tasks
- Introduction
- Cleaning up the general ledger data
- Cleaning up the procurement and sourcing data
- Cleaning up the sales and marketing data
- Cleaning up the inventory and warehouse management data
- Cleaning up the old calendar dates
- Cleaning up notifications
- Reindexing tables or the whole database
- Compressing the database tables
- Synchronizing the database
- Truncating a table
- Running a consistency check
- Optimizing the model store
- A. Further Reading
- Index
In this chapter, we will cover the following topics:
- Using basic alerts setup
- Setting up alert e-mail templates
- Creating a change-based alert
- Creating a due-date-based alert
- Managing alert rules
- Cleaning up the notifications
Alerts in Dynamics AX 2012 allow a user to be notified upon a change-based event; alternatively, it is based on the date on a record (for example, when an activity you have been assigned to becomes due). The framework is generic and built into the core of the system; therefore, you can build alerts on all forms that are bound to the data stored in SQL Server, for example, the customer details form.
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