Dynamics CRM pop up alert

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Posted on by Community Member Microsoft Employee

Below is my scenario.

User 1 created a record in CRM .

User 2 has CRM web app open in browser. User 1 assigns the created record to User 2. Now User 2 will refresh the view ( records owned by him) and he will see the assigned record. As long as he dont refresh he don't see the assignment.

Is it possible to make User 2 know of this assignment. Like the new emails coming to our mail box. when the mailbox is open we keep seeing them without any trigger from our end.

Or like the small box that comes in the bottom right of our desktop/laptop when ever a new email comes .

I am not looking for email/sms notifications. Looking some sort of asynchronous refresh ( but not like refresh base don time ) of view based on new record that is added to the DB , change to data - like when record is reassigned.

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Kokulan 18,048 on at

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RE: Dynamics CRM pop up alert

Hi

What you are expecting is sort of a push notification style alert in CRM to say a record has been assigned to you. If you are not willing to use timer based approach, i dont think you can achieve this using out of the box features or in a supported way.

We have similar scenario, but our users are constantly on email client, so we send email out and they get email alert in their outlook and check the record.

What type of communication system you guys are using? you could trigger a Flow and send a notification on Teams or other messaging platforms