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Add portal notification tab whenever a ticket is updated by helpdesk

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Posted on by Q_Ali

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

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CRMJetty 3,512 on at

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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 10 on at

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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 20 on at

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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.
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LeoAlt 16,331 Moderator on at

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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.

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