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Field Notes: Alerts in Dynamics Marketing

Today's guest blogger is Aaron Robinson, an Engagement Manager at Sonoma Partners

With Microsoft Dynamics Marketing (MDM) making its transition from a siloed cloud solution (formally the Marketing Pilot acquisition) and being folded into the Microsoft Office 365 cloud suite, the product team has been making adjustments to the product to fit the solution in their family. Recently we ran into the following scenario with a client related to the alerts functionality.

What are Alerts?

Alerts are both a systematic and personalized way to receive email based notifications of events occurring in MDM. Globally, MDM will provide automatic notifications to a user for specific interactions. For instance, if you are an approver in an approval workflow, you will automatically receive an email notification when the workflow requires your approval at the point of time which is appropriate.

Individual users can also setup their own alerts for many different actions across many different entities.

How do I setup an Alert?

When a user is signed into MDM, there is a cog icon near the upper right hand corner to access the alert settings.

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On the Alerts page, you will see a list of alerts if you already have some setup. Click the Add icon to create a new Alert.

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On the new Alert window, you’ll be required to enter an Alert name, select a Status (defaults to active), the category, entity and action type. The alert frequency will only be available for certain actions when appropriate. Click Submit to save the task.

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What might go wrong?

In our experience, there are some things that happen that aren’t entirely intuitive.

  • You may expect for the creator of a record defined in an alert action to send to the user who initiated the action. For example, if Susan creates a task and assigns to her colleague Bill, Bill will get an alert for a new task, but Susan will not as the creator.
  • You do not receive an email for an alert you are expecting. This may happen for one of three reasons:
    • You do not have an alert on that specific action. To resolve, go to Alerts settings and create an alert for that action.
    • Your email address on your staff record is not your actual email address. To resolve, go to Settings>My Company>Staff and find the staff record and make sure the email address in Email 1 (Primary) is your actual email address.
    • You initiate an action which you expect someone to get a notification for, but they indicate that they did not get an alert. To resolve, check to see if the user has an alert setup for that particular action. All alerts for all users can be seen under Settings>Administration>Alert Settings.

 

Stay tuned for more Field Notes on Microsoft Dynamics Marketing!

Topics: Microsoft Dynamics Marketing