This article outlines how you can get notified when someone dies with an email and Dynamics 365. This article also explains basic background information about Dynamics 365 as well.
I'm a Regional Council Staff or a General Council Staff member and I would like to be notified when UCC is told that someone has passed away. It could be a Minister, or a lay person. How can I get on the notification list?
If you are a staff member at GCO or at any Regional Councils, then you can get added to a email group, that get's notified when people are
Email HelpDesk@united-church.ca and ask to be added to the Deceased Notification Group.
When a Regional Council staff or a General Council staff get notification that someone has passed away, the Dynamics 365 database can be updated with that information.
On the D365 Contact record, there are 3 relevant fields that you can see in the snippet below:
Is Deceased: If you know that the Contact has passed away, but do not know the Date of Death, then click on the Is Deceased field.
Date of Death: If you know the Death date, then fill it in here.
The Is Deceased field will automatically be filled in if there is a Date of Death.
Deceased Notification: This is a text field where you can indicate how you know. Some examples:
- Received notification from a family member
- Pension department let us know.
- Saw Obituary in newspaper, or Broadview magazine.
How do I receive Notification?
Dynamics 365 has a nightly process that looks at any Contact records that have had the Is Deceased field checked in the previous day and sends an email to the email group, Deceased Notification Group
[snippet from Dynamics 365]