Best way for users to communicate back and forth about a record?

(0) Share

Report

Posted on by Ben T

777

Right now, we have managers who will want to communicate with a team member about a task assigned to a particular contact. Usually, they will message the team member in Teams and say, "Hey about that Task for Contact XYZ bla bla." However, we use the Teams conversations to talk about all sorts of things, so the message about the Task can easily be lost. Is there a way to easily link to a Dynamics record in a Teams conversation? WEe could have users run a flow on that Task to post it to a Teams channel, but this is kind of slow, though it would be better organized than just messaging in conversations.

I also tried using flow to post an adaptive card to a channel, and this seemed ok but also slow. Would it be possible to have some sort of pop up box in Dynamics so the manager could make comments on the task, and then that Task with the comments gets posted to a Teams channel? This would be better than having to run the workflow to post the task in teams, then having to go to teams to make comments on the post. I guess updating a Dynamics field and having that trigger the flow, with the text of the updated field including in the Teams post, would be a way to do this, although it would be ideal to do it for multiple records at once from the grid view in Dynamics. Would that be possible?

Any thoughts will be appreciated.

All responses (3)

Answers (1)

Verified answer

Linn Zaw Win 3,405 on at

Like (0)

Report
RE: Best way for users to communicate back and forth about a record?

1) Sorry, No. There can be only 1 prompt window for each on-demand flow selection and if the user selects the multiple records to run the flow on, the input(s) entered in the prompt window applies to all flow triggers for the selected records. If the user needs to enter different values for different records, the user has to run select a record and run the flow individually for each record.

2) If you are making a teams post to a channel, add a hyperlink of the record with the name so that the user can click and open up the record in D365.
e.g.
Task for Contact XYZ

You can find out more about how to get the Record URL in this blog post.

http://crmaddicted.blogspot.com/2020/05/send-e-mails-with-link-to-record-via.html
Ben T 777 on at

Like (0)

Report

RE: Best way for users to communicate back and forth about a record?

Thank you for your detailed reply! This seems promising and is very close to what we are looking. A couple questions...1) If we select multiple records, it applies the same input box to each record. Is it possible to give each record its own input box if we select multiple records to run the flow on? If so, would there be a way to ID the record on the input pop up box? Otherwise users would have to remember the order of the records in the grid, which may be hard if many records are selected.

2) On a side note, instead of using the adaptive card I am just making a teams post to a channel - this would be perfect b/c users can reply back and forth in the teams post. However, the lookup fields are not showing up in the teams post, they are blank values. Any thoughts on this?
Suggested answer

Linn Zaw Win 3,405 on at

Like (1)

Report

RE: Best way for users to communicate back and forth about a record?

How about creating an instant flow with "When a record is selected" trigger of CDS standard connector? Then, the manager can select multiple records from the grid view and run the flow after entering the message in the input box. Then, reuse your current flow logic to post an adaptive card to a channel for each selected record together with the message entered by the manager in the on-demand flow run dialogue prompt.