Skip to main content

Notifications

Announcements

No record found.

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

Add portal notification tab whenever a ticket is updated by helpdesk

Posted on by 20

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

  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,508 on at
    RE: Add portal notification tab whenever a ticket is updated by helpdesk

    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

  • Lucas Luong Profile Picture
    Lucas Luong 10 on at
    RE: Add portal notification tab whenever a ticket is updated by helpdesk

    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.

  • Q_Ali Profile Picture
    Q_Ali 20 on at
    RE: Add portal notification tab whenever a ticket is updated by helpdesk

    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. 

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Add portal notification tab whenever a ticket is updated by helpdesk

    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.

    pastedimage1590634313235v1.png

    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 %}
                        
  • pastedimage1590634708517v2.png

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

    pastedimage1590634812351v3.png

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans