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CRM In-App Notifications for Custom Tables

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Posted on by Joey Helms

Hello,

I recently got In-App Notifications up and working in our Dynamics 365 environment.

Is it possible to get In-app notifications working on custom tables? I'm not able to achieve it so far and I'm wondering if anyone else has had success doing this.

Thanks

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Microsoft Dynamics CRM

Dynamics 365 Sales

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Nitesh Raj 188 on at

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Hello Joey Helms,

Do you want an In-App Notification on some changes on the custom table records?

If yes, I have This Blog: Setup In-App Notifications in Power Apps Easily – Dynamics Services Group

In this blog, you will see how we can manage the In-app notifications with Power Automate.

Best regards,
Nitesh Raj

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Joey Helms 41 on at

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@Nitesh Raj Hey thanks for the reply.

I'm not sure if Power Automate will work for me here. I'll try to give some more details.

So the out of the box notes table is working. I have it in the time line on contacts, accounts, and opportunities. It's working great there for now.

But, we have a custom table/activity named Sales Note which is similar to a note but can provide much more detail as far as who, when, what, where, etc. I would like to make a field on this table that would be a multi line text field, with the rich text editor control applied. With that applied I would like to be able to use "At-Mentioning" on this custom table using the out of the box functionality because people want to make sales notes and tag other people to review. This is why the Power automate solution will not work. The user they would be tagging would be dynamic and would be going to 1 or several users. I know I could add some fields to the sales note custom table to accomplish this but it doesn't provide the same user experience as out of the box.

So if I'm able to enable that custom table to function like out of the box, that would be great but it looks like that is not possible. Is that correct?

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Community Member 33 on at

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Hi, @Joey Helms

In App notifications are specifically for user level and to be displayed to app users as a toast or within notification center of model driven app.

so its not for table level, we cant set it at table level. MS has provided webapi/sdk to call it in app. See below code:

var SendAppNotificationRequest = new Example.SendAppNotificationRequest(
title = "Welcome",
recipient = "/systemusers(<GUID of the user>)",
body = "Welcome to the world of app notifications!",
priority = 200000000,
iconType = 100000000,
toastType = 200000000,
);

Xrm.WebApi.online.execute(SendAppNotificationRequest).then(function (response) {
if (response.ok) {
console.log("Status: %s %s", response.status, response.statusText);

return response.json();
}
})
.then(function (responseBody) {
console.log("Response Body: %s", responseBody.NotificationId);
})
.catch(function (error) {
console.log(error.message);
});

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Nitesh Raj 188 on at

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Hello, Joey Helms,

I understand your problem.

So, first, why mention works in notes?

This info might be useless to you as you know this already.

I have never worked with this, so I might not be your help. I am posting this so others can get the situation. And also, I learned about this from here: Use @mention to collaborate with your team using Notes - Power Apps | Microsoft Learn

I hope it can help.

Best Regards,
Nitesh Raj

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Hamza H 1,807 on at

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Yes, In-App Notifications do work with custom tables in Dynamics 365, but you must:

Ensure the custom table is enabled for the Unified Interface.

Use Power Automate with the "Send In-App Notification" action.

Set the correct entityType (logical name of your custom table) and record ID.

Ensure the user has access to the table in the model-driven app.

Follow the Link: Send in-app notifications within model-driven apps 10/11/2024

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