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Customer experience | Sales, Customer Insights,...
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Is it possible to create custom auto-posts with record links like the OOBT auto posts?

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Posted on by 1,425

Is it possible to create custom auto-posts with record links like the OOBT auto posts?

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  • Suggested answer
    RajarajanS Profile Picture
    Microsoft Employee on at

    Hello, 

    You can programmatically enable or disable the post rules for an entity. These rules create localized, parameterized auto posts when events occur. For example, a post is created when an opportunity is added to an account, or a task is added to an opportunity.

    For a list of the auto post rules available out-of-the-box, see Dynamics 365 for Customer Engagement web application. On the nav bar, choose Microsoft Dynamics CRM > Settings. Click Post Rule Configurations.

    Refer to article: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/configure-activity-feeds#auto-post-rules

    You can also create workflows for creating auto posts.

    Hope this helps.

    Best regards,

    Raj

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • MRVIX Profile Picture
    1,425 on at

    Hi Raj, the problem with this Post Rule Configs, we can't add custom entities to the rules.

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