Microsoft Dynamics CRM (Archived)

Custom alert functionality integrated with Dynamics365

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i want the alert so that every sales person can be aware about their work and can plan accordingly

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gdas 50,091 Moderator on at

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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

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Priyesh 7,396 User Group Leader on at

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Hi Suman,

This is still a high-level requirement, can you please elaborate in detail what are you expecting?

Thanks.

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Kokulan 18,054 on at

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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

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Community Member on at

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thanks a lot

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