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Quick Start

Send your first notification in under two minutes.

Step 1: Open Any Record​

Open any page in Business Central where you can add notes. For example, open a Customer Card.

Step 2: Add a Note​

  1. Find the Notes section in the FactBox area (right side of the page)

  2. Click + to add a new note

  3. Type your note text. You can include @username to automatically add recipients

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  1. Click Save or close the note editor

[Screenshot: Note editor with sample text including an @mention]

Step 3: Create the Notification​

After saving the note, the Register User Task From Note dialog appears automatically.

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  1. Review the Task Description (pre-filled from your note)

  2. Check the Recipients list. If you used @mentions, those users are already added. Use Add User to add more

  3. Optionally select a User Task Group for a team-wide notification

  4. Set Priority (defaults to Normal) and Due Date if needed

  5. Choose Email Action if you have a Plus subscription (None, Send, or Preview and Send)

  6. Toggle Send to Teams if Teams webhooks are configured (Plus subscription)

  7. Click OK

A separate User Task is created for each recipient. If you also selected a group, an additional group task is created.

Step 4: Verify​

The recipient will see the new task in their My User Tasks list on their Role Center.

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You can monitor your sent notifications from the My Sent Notifications cue on the User Tasks Activities area of your Role Center.

Next Steps​

  • Learn about all the options in the Creating a Notification page

  • Set up Teams webhooks in the Teams Setup page

  • Explore the Managing Tasks section to understand claiming, source notes, and tracking