Share
Reporti want the alert so that every sales person can be aware about their work and can plan accordingly
*This post is locked for comments
You’re offline. This is a read only version of the page.
i want the alert so that every sales person can be aware about their work and can plan accordingly
*This post is locked for comments
thanks a lot
Hi Suman
I think you first have to decide on when you want to display the alert. Is it when the user opens a record at the top of the form, is it on a dashboard or entity home page or other areas?
If it is global alert that you are looking for, Dynamics 365 out of the box does not allow us to create any custom global notification (can be seen from any page). Currently, only system notifications like the following are displayed as a global notification. It is expected that Microsoft in the future may allow us to create and display custom global notification we don't know for sure if and when the feature will be expanded
There are some third party paid solutions that work by having a notification entity to configure the notification and js to display a message on Form using form notification, on an entity home page using same form notification and the on a dashboard this type of solutions are not fully supported.
I would recommend not to go for unsupported solutions and try and implement using supported features.
How you could achieve this using supported method?
01. You could display the alert using form notification if the user is on a form or display using an alert dialog if the user in other areas of the system.
02. You will have to create a custom notification entity to configure including the expiry/displayed flag of the notification.
03. You could create a JS to display a message as form notification and add that to enable rule of an application ribbon button to trigger it.
Retrieve the message from notification entity and display using a function something similar to the following
function displayMessage(message)
{
if (Xrm.Page.ui != null)
{
// If the user is in a form
Xrm.Page.ui.clearFormNotification('globalAlert');
Xrm.Page.ui.setFormNotification(message, 'INFO', 'globalAlert');
} else
{
// If its not a Form, display the notification using OOB alert dialog or custom web resource
}
}
Hope this helps
Hi Suman,
You can create workflow for email notification , take a look below references -
ledgeviewpartners.com/.../dynamics-crm-e-mail-workflow
itsolutions.bdo.ca/.../how-to-create-an-email-notification-workflow-in-microsoft-dynamics-crm-2015
In addition there are some paid solution available , you can also have a look -
gestisoft.com/.../dynamics-365-alerts-notifications
community.dynamics.com/.../alerts-add-on-for-dynamics-crm-2013
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,235
Most Valuable Professional
#3
nmaenpaa
101,156
All responses (
Answers (