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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​

  • Works everywhere - Save a note on any record in the system (customer card, sales order, purchase invoice, etc.) and the notification dialog appears automatically.

  • Automated workflows - Set up BC workflows to trigger notifications automatically when business events occur (sales order released, vendor bank changed, large PO approved). No code required.

  • 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.

  • 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.

  • Full tracking - See when recipients viewed your task, monitor all sent notifications from a single dashboard, and track completion status.

Core Features​

Creating Notifications

  • Automatic dialog when saving a note on any record

  • Multi-recipient support with @mention auto-detection

  • User Task Group assignment for team-wide notifications

  • Priority levels (Low, Normal, High) and due dates

  • Email notifications (Plus subscription)

  • Teams channel notifications (Plus subscription)

Automated Workflows (new in v3)

  • Register Notify User as a workflow response in the BC Workflow Engine

  • Trigger notifications automatically from any workflow event

  • Pre-built templates: Sales Order Released, Vendor Bank Changed, Large PO Released

  • Configure recipients, priority, due dates, and delivery channels per workflow step

Receiving and Managing Tasks

  • Tasks appear in standard My User Tasks on the Role Center

  • Go To Task Item opens the source record directly

  • Source Notes FactBox shows all notes on the original record

  • Claim action for group tasks - take individual ownership

  • Read receipt tracking (Viewed At timestamp)

Tracking Sent Notifications

  • My Sent Notifications list on the Role Center activity cue

  • See which recipients have viewed their tasks

  • Monitor completion status of all notifications you sent

Getting Started​

  1. Install the extension from Microsoft AppSource

  2. Optionally configure Teams webhooks on User Task Groups for channel notifications

  3. Save a note on any record - the notification dialog appears automatically

See the Getting Started section for detailed installation and setup instructions.

Documentation Structure​

  • Getting Started - Installation, licensing (Plan vs Plus), quick start guide, Teams setup

  • Sending Notifications - Creating notifications, recipients, groups, priority, and due dates

  • Managing Tasks - Receiving tasks, claiming group tasks, source notes, sent notifications dashboard

  • Automated Workflows - Setting up workflow-driven notifications, pre-built templates, response options

Key Terminology​

TermMeaning
NoteA text note attached to any record in Business Central (standard functionality)
User TaskA Business Central task record created from a note, assigned to a user or group
RecipientThe user or group who receives the task notification
ClaimTaking individual ownership of a group task
Read ReceiptThe "Viewed At" timestamp recorded when the assignee first opens the task
WebhookA Power Automate Workflow URL used to post notifications to a Teams channel
PlanThe standard subscription that includes all core features
PlusThe premium subscription that adds email and Teams notifications