Notify User for Microsoft Dynamics 365 Business Central
Turn any record note into a tracked task with one click.
In older versions of Business Central (up to version 14), saving a note on any record allowed you to notify another user about it. That feature was removed in newer versions. Notify User brings it back and takes it further: multi-recipient tasks, Teams channel notifications, read receipts, and a complete sent notifications dashboard.
What Makes Notify User Different
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Works everywhere - Save a note on any record in the system (customer card, sales order, purchase invoice, etc.) and the notification dialog appears automatically.
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Multiple recipients - Send the same notification to several users at once, or to an entire User Task Group. Use @mentions in note text to pre-fill recipients.
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Teams integration - Post notifications to Microsoft Teams channels via webhooks for group tasks, or send direct messages to individual recipients. Configure per-group webhooks on User Task Groups.
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Full tracking - See when recipients viewed your task, monitor all sent notifications from a single dashboard, and track completion status.
Core Features
Creating Notifications
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Automatic dialog when saving a note on any record
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Multi-recipient support with @mention auto-detection
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User Task Group assignment for team-wide notifications
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Priority levels (Low, Normal, High) and due dates
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Email notifications (Plus subscription)
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Teams channel notifications (Plus subscription)
Receiving and Managing Tasks
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Tasks appear in standard My User Tasks on the Role Center
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Go To Task Item opens the source record directly
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Source Notes FactBox shows all notes on the original record
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Claim action for group tasks - take individual ownership
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Read receipt tracking (Viewed At timestamp)
Tracking Sent Notifications
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My Sent Notifications list on the Role Center activity cue
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See which recipients have viewed their tasks
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Monitor completion status of all notifications you sent
Getting Started
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Install the extension from Microsoft AppSource
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Optionally configure Teams webhooks on User Task Groups for channel notifications
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Save a note on any record - the notification dialog appears automatically
See the Getting Started section for detailed installation and setup instructions.
Documentation Structure
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Getting Started - Installation, licensing (Plan vs Plus), quick start guide, Teams setup
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Sending Notifications - Creating notifications, recipients, groups, priority, and due dates
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Managing Tasks - Receiving tasks, claiming group tasks, source notes, sent notifications dashboard
Key Terminology
| Term | Meaning |
|---|---|
| Note | A text note attached to any record in Business Central (standard functionality) |
| User Task | A Business Central task record created from a note, assigned to a user or group |
| Recipient | The user or group who receives the task notification |
| Claim | Taking individual ownership of a group task |
| Read Receipt | The "Viewed At" timestamp recorded when the assignee first opens the task |
| Webhook | A Power Automate Workflow URL used to post notifications to a Teams channel |
| Plan | The standard subscription that includes all core features |
| Plus | The premium subscription that adds email and Teams notifications |