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Microsoft Dynamics CRM (Archived)

Tag or Mention other user in Notes/Posts

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Posted on by 958

Is it possible to tag or mention another user in Posts/Notes of Social Pane?

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  • Verified answer
    Mick_4711 Profile Picture
    552 on at

    Hi Shakti,

    @Posts: Yes. Just write an @-sign and the records will be displayed. If you click on "Look up more records" you can choose the one you need.

    @Notes: As far as I know, it's not possible.

  • Shakti Singh Rajput Profile Picture
    958 on at

    Thanks Mick

  • Shakti Singh Rajput Profile Picture
    958 on at

    When i tag someone, taged user get notification?

  • Mick_4711 Profile Picture
    552 on at

    You or the user can see it here:

    2577.Unbenannt.PNG

  • srinureddy Profile Picture
    35 on at

    where can I find what's new section in v9.1 crm online ?

  • FallingThroughTheCracks Profile Picture
    452 on at

    Did you ever figure this out?  This is what I am looking for as well.

  • _icy_ Profile Picture
    40 on at

    Yeap. I'm looking for the same thing. "What's New" is nowhere to be found. There's no page to see a list of posts that the user was tagged in...

  • FallingThroughTheCracks Profile Picture
    452 on at

    I wrote this manually.

    I just did it in power automate with an on create or update of a POST.

    variable teststring = body/text

    split(variables('textstring'), '@')
    Then I parsed it and sent an email to the person mentioned
  • wlcasale Profile Picture
    25 on at

    Do you have screen shots of this? I assume this could be applied to in app notifications when a user is mentioned in a post.

  • Suggested answer
    Arjan ter Heegde Profile Picture
    37 on at

    Hi,

    I've created a simple plug-in to achieve this https://arjanterheegde.com/2023/05/09/notify-users-if-they-are-mentioned-in-a-post/

    Hopefully this will help you.

    Kind regards,

    Arjan

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