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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Create a Note ans use ...
Microsoft Dynamics CRM (Archived)

Create a Note ans use @mention: Email Notification

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Posted on by Community Member

Hey everybody,

I love the option to @mention someone in a record in the social pane. This posting then appears on the Home Page of this user.

Is there an option to send an email to this user, informing about this @mention?

And second question: Can I set the default on the 'Notes' section from 'All posts' to 'User posts'?

Thanks,

Hannes

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I have the same question (0)
  • Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    Hi,

    You can do a plugin create message on the Post entity.

    Check if the @ sign exists in the post, and you can get the user info from it.

    In general when you see a @name in the post the action text behind it is:

    @[8,SystemUserId,"SystemUserName"]

    If you want to create it, you can use the following line of code:

    String.Format("@[{0},{1},\"{2}\"]", "8", systemUserId, systemUserName);

    The 8 stands for the entity type code, while the other two variables are the entity Id and name.

    Once you get the User Id of the person that is mentioned in the post, you can generate an email to be sent to the user.

    Regarding the second question, I don't think there is a supported way to do this.

    Hope this helps.

  • wperkinson3 Profile Picture
    wperkinson3 2 on at

    Which plugin are you referencing to generate the email?

  • Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    You would create a Create Plugin Message on the PostComment entity.

    In the plugin you should check the contents of the post and look for the Guid of the specific user you are looking for.

    If there is a match, create a new email request (via the plugin code), and then create a send request to send the email.

    Hope this helps.

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