web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Push notification when Lead is assigned

(3) ShareShare
ReportReport
Posted on by 10
I am trying to create a notification to show in a model-driven app when a Lead is assigned to a user.  I've created a flow to achieve this, but the notifications aren't coming through to me (system admin) when testing.  I do have notifications on the app enabled.  Can anyone tell me if there is something wrong with the flow?
 
I have the same question (0)
  • Verified answer
    Tom_Gioielli Profile Picture
    2,497 Super User 2025 Season 2 on at
    Push notification when Lead is assigned
    Are you trying to do an in-app notification, or a push notification?
    • Push notifications are sent to a mobile device based on an installed app, similar to how a text message would show a notification
    • In-App notifications show a toast message in the Model Driven App itself and are more geared towards the full CRM on web experience
    Ironically, I just did a presentation at Community Summit this year in Orlando on notifications! The flow you have above is going to be doing a mobile app push notification. What you want to do is the replace your third step with a "Create a New Row" Dataverse action. Then, configure it as follows (screenshot below). Since you have enabled app notifications in your Model Driven App Settings, you should be good on that side.
     
    highly recommend using the XRM Toolbox tool called "In App Notification Builder". It lets you build out your notification and actions and then converts it to all of the below fields to populate in Power Automate.
     
    Action: Add a new Row (Dataverse)
    Table Name: Notification [appnotifications]
    Title: the header of your notification
    Body: This is the text that will show under the header
    Data: This section controls if you have any buttons on the notification, and what they should do. Options include opening a record, a view, web resource, etc.
    Expiry: Seconds that the notification is valid before being removed
    Icon Type: Various icons available
    Owner: The owner of the lead in the format systemusers(OwnerGUID)
    Toast Type: Timed
     
     
    Now simply trigger the flow off the creation of a lead of the update of the ownerid field and you should be good to go! Let me know if this works for you or if you run into other problems and I'm happy to help (just tag me in the response so I get a notification, otherwise I sometimes miss follow-ups).
  • Jen S Profile Picture
    10 on at
    Push notification when Lead is assigned

    @Tom_Gioielli I actually attended your class in Orlando this year and did my best to take notes/pictures, but clearly missed a couple of points. :) Thank you so much for the detailed explanation.  That worked perfectly! 

  • Tom_Gioielli Profile Picture
    2,497 Super User 2025 Season 2 on at
    Push notification when Lead is assigned
    @Jen S I love it, so glad you've been able to take some of this back and apply it in your Org. Be sure to let me know if you run into any other issues or problems!

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Pallavi Phade – Community Spotlight

We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 162 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 103

#3
MVP-Daniyal Khaleel Profile Picture

MVP-Daniyal Khaleel 87

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans