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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / how to tag/alert a use...
Customer experience | Sales, Customer Insights,...
Suggested Answer

how to tag/alert a user from an account or contact?

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Posted on by Jerome P1

Hi,

we are currently deploying Dynamics CRM, and 1 of the question I get is:

How I can tag/alert a user about a change made to an account or after I posted something important.

like we are using the @ tag in Teams, they are looking at the same feature in the CRM.(instead of copying the URLand send it by email for example)

thanks.

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,218 User Group Leader on at

    Hi Jerome,

    You can mention a team member using the @ tag when creating a Post in the Timeline: 

    pastedimage1617720454534v1.png

    You can use this amazing free bot to notify the mention user via ms Teams: https://bot.markcarrington.dev/

    Check this thread: https://www.crmug.com/crmug/communities/community-home/digestviewer/viewthread?GroupId=1285&MessageKey=e1d62628-df95-47b2-b296-3b5d59bf31ee&CommunityKey=dc83c23b-ede0-4070-ae7a-dd90859148a6&tab=digestviewer

  • Jerome P1 Profile Picture
    Jerome P1 on at

    nice, let me check this.

    thanks

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