web

You’re offline. This is a read only version of the page.

Dynamics 365 CommunityForums Microsoft Dynamics 365 | Integration, Dataverse... Notification of prefer...

Microsoft Dynamics 365 | Integration, Dataverse...

Answered

Notification of preference

(0) Share

Report

Report

Posted on by Davyjones

1,299

Hi Experts,

Hope you are all good.

We want to see a notification - anything like a banner or pop up, about the preference for an account. Which could be like ,always 10% discount for this customer or always ship UPS or anything of that sort and we want that the notification to be displayed on Opportunity, quotes and orders. Kindly let us know if there is an OOB feature that we can use to leverage this functionality.

Thanks in advance for your response.

I have the same question (0)

All responses Img

All responses (1)

Answers Img

Answers (1)

Verified answer

a33ik 84,331 Most Valuable Professional on at

Like (1)

Report

RE: Notification of preference

Hello,

I don't remember anything like that but you can make it work using relatively simple JS using Xrm.WebApi (to get the data available on the customer that has "preferences" you mentioned) and setFormNotification/clearFormNotification to add those "notifications" to forms of opportunities, quotes, and orders.

Was this reply helpful? Yes No

Join the conversation

Helpful resources

Quick Links

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1

André Arnaud de Cal... 77 Super User 2025 Season 2

#2

Martin Dráb 66 Most Valuable Professional

#3

CA Neeraj Kumar 48

Last 30 days Overall leaderboard

Featured topics

Identifying an Org as CDS or Dynamics

Get batch job history log from D365 FO to Power Automate

Gross and Net Weight of Shipments feeding back into Sales Order (from External Source)

Product updates

Dynamics 365 release plans