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Microsoft Dynamics 365, FAQ, Troubleshooting, Common Questions Microsoft Dynamics 365, FAQ, troubleshooting, common questions How do I configure alerts for specific Dynamics workflows only?

How do I configure alerts for specific Dynamics workflows only?

How do I configure alerts for specific Dynamics workflows only?

Use Monitor Views to filter alerts per team/environment/workflow type:

Example 1: Sales team workflows only

  • Create Monitor View "Sales Workflows" filtered by: Workflow Name starts with "Lead" OR "Opportunity" OR "Quote", assign to Role "Sales Operations Team"
  • Sales Operations dashboard shows only Sales-related workflows (LeadAssignment, OpportunityScoring, QuoteGeneration), alerts only fire for Sales workflow failures (Service/Marketing workflow failures not alerted to Sales team)

Example 2: Production environment only

  • Create Monitor View "Production Dynamics Workflows" filtered by: Environment = "Production" (exclude Sandbox/UAT), assign to Role "IT Operations Team"
  • Operations team sees only Production workflows, alerts fire 24/7 for Production failures, Sandbox/UAT failures not alerted (development failures expected)

Example 3: Critical workflows to on-call team

  • Create Monitor View "Critical Business Workflows" filtered by: Workflow Name in ["PatientAppointmentConfirmation", "LoanApplicationProcessing", "OrderFulfillment"], assign to Role "On-Call Engineer"
  • Configure Alarm Plugin routing: Errors in "Critical Business Workflows" view → PagerDuty (24/7 on-call response required), Errors in other workflows → Email (business hours only, no PagerDuty escalation)

Granularity: Filter by Dynamics instance (Sales/Service/Marketing), environment (Sandbox/UAT/Production), workflow name (exact match or starts-with/contains), workflow status (Running/Stopped), execution error rate threshold (>5% for critical workflows, >20% for non-critical).


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