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