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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to set up push not...
Customer experience | Sales, Customer Insights,...
Answered

How to set up push notifications

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Posted on by Dynamics try-to-be-... 160

Dear community,

Could someone instruct me on how to set up the notification in Dynamics sales? The goal is to send a notification to each team member when a record is created/updated/deactivated etc. (the notification should not be sent to only the record owner)

Additionally, what are the options for the team to receive the notification? Is it possible to have the notification sent to their Outlook?

Look forward to your solution!

I have the same question (0)
  • Amit Katariya007 Profile Picture
    Amit Katariya007 10,409 Moderator on at

    Hello,

    Which type of notification you are looking for? if it is email then it is easy to implement using the Power Automate.

    Please refer below article which will help you to implement your requirement.

    benitezhere.blogspot.com/.../how-to-send-email-to-multiple-recipients-using-an-email-template.html

    community.dynamics.com/.../ms-power-automate-flow-send-an-email-to-dynamic-multiple-email-recipients-all-members-of-a-team-in-dynamics-365-ce

    alturatekconsulting.com/.../

    Thank you,

    Amit Katariya

  • Moximox Profile Picture
    Moximox 4 on at

    Hi

    All types of required notifications are supported and setup is done in flow. Either powerautomate or logic apps. You create trigger per your wish and then use either push notification action, send email notification or even in-app notification. 

    regards

    mox

  • Verified answer
    dian74 Profile Picture
    dian74 2,481 Most Valuable Professional on at

    You can use workflows or Power Automate to send an email notification, you can also use power automate to send an in-app notification. Here is an article I wrote on how to turn this on and how to use Power Automate to create a flow for this. https://d365goddess.com/preview-in-app-notifications-for-model-driven-apps/

    PLEASE MARK AS VERIFIED IF HELPFUL!

  • Moximox Profile Picture
    Moximox 4 on at

    Hi

    PLEASE MARK AS VERIFIED IF HELPFUL!

    MOX

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