Configure User Options for Email Notifications in Dynamics 365 Workflows | Exam MB-300

Configure User Options for Email Notifications in Dynamics 365 Workflows

Question

SIMULATION - You are a functional consultant for Contoso Entertainment System USA (USMF)

You plan to create several workflows.

The workflows will contain several activities that you must perform.

You need to configure the User options to receive email notifications for the workflow activities.

To complete this task, sign in to the Dynamics 365 portal.

Explanations

See explanation below.

1

Go to Navigation pane > Modules > System administration > Users > Users.

2

In the list, find and select the desired record.

3

On the Action pane, click User options.

4

Click the Workflow tab.

Make sure that the Notifications section is expanded.

In the Notifications section, you can specify how you want the user to be notified about workflow-related events.

5

In the Line-item workflow notification type field, select an option.

- Grouped " Notifications for line items are grouped into a single email message.

- Individual " An email message is sent for each line item.

- If you want the user to receive notifications in the client, select the Send notifications in email check box.

6

Click Save.

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/tasks/users-receive-workflow-related-email-messages

As an AI language model, I don't have access to the Dynamics 365 portal to provide you with a step-by-step guide on how to configure the user options to receive email notifications for the workflow activities. However, I can provide you with some general information about the process.

To configure user options to receive email notifications for workflow activities in Dynamics 365, you need to follow these steps:

  1. Sign in to the Dynamics 365 portal using your credentials.
  2. Navigate to the 'Settings' area and select 'Options'.
  3. In the 'Options' dialog box, select the 'Email' tab.
  4. Under the 'Email notifications' section, select the 'Automatically send email notifications for workflow activities' checkbox.
  5. Select the frequency for sending email notifications (for example, immediately, daily, weekly, or monthly).
  6. Select the activities for which you want to receive email notifications (for example, task completion, approval, rejection, etc.).
  7. Save the changes.

After completing these steps, you will receive email notifications for the selected workflow activities according to the frequency you specified. Keep in mind that the email notifications will only be sent to the users who have access to the workflows and are assigned to the specific activities.