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Hi all
I am hoping that this is a pretty easy question to answer...
Where/how are users notified if they have been @ mentioned in a Timeline post.
User 1 has opened a Lead and added a post to the records timeline. In the post User 1 has @mentioned User 2.
My questions:
Thanks for your help
Hi,
I've created a simple plug-in to achieve this https://arjanterheegde.com/2023/05/09/notify-users-if-they-are-mentioned-in-a-post/.
Hopefully this will help you.
Kind regards,
Arjan
Hi Ron - any update on this functionality?
Microsoft will be adding functionality in 2021 Release Wave 2 to notify the @mentioned user via Teams chat:
"Use @mentions in the timeline of a record and be assured that the user will be notified automatically in their Teams chat through the Dynamics 365 Sales bot."
docs.microsoft.com/.../send-automated-chat-notifications-dynamics-365-teams
But this feature won't be in Public Preview until Feb 2022.
Hi,
When a User1 tags User2 in a post within Timeline. Then User2 will see in the Timeline of his user record. However, OOTB he will not be notified. One of the quickest way would be to automate this via worklow/plugin/flow i.e. whenever User2 is tagged, send email to notify.
You can use the below given feature of Sales Insights to configure notifications using Flow:
https://docs.microsoft.com/en-us/dynamics365/ai/sales/action-cards-reference
https://docs.microsoft.com/en-us/dynamics365/ai/sales/assistant
Also please refer to below referenced article which talk about similar scenario.
https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/287879/tag-or-mention-other-user-in-notes-posts
https://crmtipoftheday.com/1272/a-better-way-to-notify/
If this is helpful, kindly mark it as verified.
Thanks,
Rakesh
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