Service | Customer Service, Contact Center, Fie...

Add portal notification tab whenever a ticket is updated by helpdesk

(0) Share

Report

Posted on by Q_Ali

Can we set up dynamics portal notification whenever a ticket is updated by Support/Helpdesk Team?

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

LeoAlt 16,331 Moderator on at

Like (0)

Report
Hi partner,

There is no OOB way to do this.

You could refer to the following steps.

1.Create a custom entity named notification in D365 to store all the notifications.

2.Create a workflow or Flow to create new notifications when creating or updating cases(tickets).

3.Add a custom icon into Dynamics 365 portals->Content Snippets.

4.Add liquid code to use fetch xml to retrieve the count of the notifications and show it on the homepage.

Please add the following code in Web Template->Header, after "Profile Navigation".

{% fetchxml my_query %} {% endfetchxml %} {% assign countNotification = my_query.results.entities.size %}
countNotification

5.Then you will be able to see the notification icon on homepage beside Navigation, and click on it for more details.

You could also refer to this thread.

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/307203/how-to-set-a-notification-message-on-portal-pages/888377

Best Regards,

Leo

Was this reply helpful? Yes No
Q_Ali 20 on at

Like (0)

Report

Hello Leo,

Thank you for your kind response. I have followed the complete process but it's not working. It just shows a bell icon but no notification count.

Was this reply helpful? Yes No
Lucas Luong 10 on at

Like (0)

Report

Hi Leo,

we have tried the liquid code but seemed that this line does not work as expected:

{% assign countNotification = my_query.results.entities.size %}

it always shows the value = 0.

please advise.

Was this reply helpful? Yes No
Suggested answer

CRMJetty 3,512 on at

Like (0)

Report

Hello,

Refer these posts,

https://www.crmjetty.com/a-step-by-step-guide-to-manage-tickets-in-dynamics-customer-portal/

https://www.crmjetty.com/dynamics365-customer-portal/

I hope it helps,

Thanks.

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365

Was this reply helpful? Yes No