Dynamics 365 alerts aren't posting

Something changed in Dynamics 365, but no alert shows up in the channel you picked.

Fix it

• Check alerts are on. If Integrations → CRM says Alerts are off under Dynamics 365, Freesbe couldn’t add its webhook, because the person who connected isn’t a System Administrator or System Customizer. Ask one to click Reconnect and sign in.
• Check the environment. Alerts come from the environment named next to Dynamics 365. Changes in another environment, such as a test one, don’t post.
• Check the alert takes that change. Open the alert’s ⋯ → Edit: is the kind of change ticked (for example Opportunities moving stage), and is the opportunity’s estimated revenue at least the Smallest opportunity to post? An opportunity with no estimated revenue is left out when a smallest opportunity is set.
• Check the alert is on. An alert marked Off doesn’t post. Choose ⋯ → Turn on.
• Check the channel. Alerts don’t post into archived channels. Pick another channel with ⋯ → Edit.
• Send a test alert. Choose ⋯ → Send a test alert. If the sample card shows up, the channel is fine and the filters or Dynamics 365’s side are the reason.

Which changes post

• Opportunities moving stage posts when an open opportunity’s sales process moves to another stage. Moving a closed opportunity doesn’t post.
• Opportunities won and Opportunities lost post when an opportunity is closed as won or lost.
• Changes to an opportunity’s revenue, owner or notes don’t post on their own.
• Deleted opportunities and contacts don’t post.

Dynamics 365 sends changes a few seconds after they’re saved. When the environment is busy, it can take a minute or two.

Still stuck?

Check Dynamics 365 in Integrations → CRM: if it says Needs reconnecting, Microsoft stopped accepting the sign-in. Click Reconnect. A Dynamics 365 admin can also look under Settings → System jobs in Dynamics 365 for failed jobs named Freesbe. Otherwise, email support@freesbe.net with the opportunity’s link and when it changed.