Show Notification On User Login

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Posted on by ZeeshanGhause

Hello Community Experts!

Hope you are all doing well. how i can display notification when user login in ms crm online. i know it is possible because CRM also send us notification when we login into crm but i don't know how i can achieve this via plugin or workflow or any other way.

Experts really starving for this. i know there are plenty paid addons but i want free or want to built it by myslef

Regards,
ZG

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LuHao 40,892 on at

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Hi ZeeshanGhause,

Would you like to ① display a welcome page for users who log in to D365, or ② send a message to the administrator when users log in to D365?

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ZeeshanGhause on at

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LuHao

Thanks.

let suppose user 'A' is the owner of 'Dinner'' record of event' entity and it has one more field name 'startdate'.

i want to show notification or alert to user A when User A login into CRM and start date of that dinner record is today or future date

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ZeeshanGhause on at

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will go for point ① with custom message but i don;t know how to achieve this

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protc on at

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Hi ZG,

Thank you for your query.

You can try to achieve this by creating

1. a custom entity called "Alert" with attributes for release and expiration dates, and Read two-option.

- Create a view that filters based on the start date and read option.

- Then use FetchXML to query those records and display them to the user.

- Create a workflow to trigger as an action to "mark as read" and work flow sets the Read option to true.

Give the user another view for "unread" messages. Create a relationship to the Event entity and notifications can be entity specific.

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ZeeshanGhause on at

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Thanks Protim Choudhary!

completely understandable but the issue is that how i can call on user login?

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Linn Zaw Win 3,407 on at

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You can achieve this by addGlobalNotification client API. You can call the JavaScript on user login by creating a hidden button in Global Tab of the Application Ribbon.

For more details, please refer to my blog post in which the sample code shows the notification to the number of overdue tasks as soon as the user logs in to the system. You can alter the code and replace with your query.

http://linnzawwin.blogspot.com/2020/05/show-global-notification-on-load-of.html

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ZeeshanGhause on at

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Thanks @Linn Zaw Win

i am doing i will let you know if i need something

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