Notify User

Notify User is a notification and task management solution for Dynamics 365 Business Central.

• Write a note on any record (Customer, Sales Order, Purchase Invoice, etc.).
• Create a tracked task instantly for one or multiple recipients.
• Recipients see tasks on their Role Center and can open the source record in one click.

Business Central previously allowed notifying users from notes (up to version 14). That standard feature was removed. Notify User brings it back—and expands it into a full task workflow.

How it works

1. Save a note on any record.
2. The notification dialog opens automatically.
3. Select recipients, set priority and due date, then send.
4. Recipients open the task from their Role Center and jump to the source record.

Core features (Plan)

• Multi-recipient tasks: send the same task to multiple users.
• @mentions: type @username and recipients are auto-filled.
• User Task Groups: assign to a group; any member can claim ownership.
• Priority: Low / Normal / High.
• Due dates: due date assignment and overdue highlighting.
• Read receipts: “Viewed At” timestamps per recipient.
• Sent Notifications: dashboard for viewed status and completion tracking.
• Source Notes FactBox: see all related notes from the source record.
• Go To Source Record: one-click navigation back to the original record.

Plus features — Email & Microsoft Teams

• Email notifications sent directly from Business Central (preview & send).
• Teams channel posts via Power Automate webhooks.
• Teams direct messages to individual recipients.
• Per-group webhooks on User Task Groups for targeted delivery.

Plans

• Plan: core notifications and task management.
• Plus: adds Email + Teams channels + Teams direct messages.
• On-premises: full access to all features.

Compatibility

• Works on any record without setup.
• Supports Essential and Premium editions.

Learn more: https://jemel.lv/en/business-central-notify-user