How to set notifications about new tasks in Dynamics 365?

Valerii Boginskii 20 Reputation points
2023-10-26T06:17:01.79+00:00

I want to receive notifications to my e-mail from dynamics 365 if I have a new task connected with me somehow. I cannot find a way how to create it.

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  1. Vahid Ghafarpour 23,385 Reputation points Volunteer Moderator
    2023-10-26T07:18:58.0833333+00:00

    It would be best if you created a workflow for this purpose:

    https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/workflow-processes?view=op-9-1

    In your workflow, add a condition that triggers when a new task is created and assigned to you. For example, add a "Task Regarding" or "Owner" condition.

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