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Customer experience | Sales, Customer Insights,...
Answered

Desktop notification when Activity is Due Dynamics 365 Sales

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Posted on by 140

How do I create a Desktop notification when an Activity is Due in Dynamics 365 Sales Hub? 

On Workflow/Power Automate?

I have the same question (0)
  • Suggested answer
    Torrado Profile Picture
    1,270 on at

    Hello,

    I would suggest the push notifications from Power Automate. You can create a recurrent Power Automate flow to trigger a notification for each Activity that is due.

    Please check the following template as example: https://flow.microsoft.com/pt-br/galleries/public/templates/b86f7d57c42c443490a47413faf70529/send-a-push-notification-when-a-dynamics-365-task-owned-by-me-is-updated/

    Hope this helps you.

    Please mark the answer as verified if helpful. That will help others in future.

  • Community Member Profile Picture
    on at

    Hi mfinch,

    You can use below link if email notification is fine for you with some modification

    powerobjects.com/.../

    Else you can try below template for Power Automate :

    asia.flow.microsoft.com/.../

    last option you can design a canvas app for notification:

    www.inogic.com/.../

    Thanks,

    Goloknath

  • Suggested answer
    Rashmitha R S Profile Picture
    Microsoft Employee on at

    Hello,

    You can use workflows and Powerautomate for this ask. 

    Workflow: https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/139593/alerts-for-new-activities/302736. This has a similar ask and you can refer to this.

    PowerAutomate: https://flow.microsoft.com/en-us/galleries/public/templates/6782d8cc654c46fa8de584104568f020/get-a-daily-email-with-all-dynamics-365-activities-that-are-due-today/. This is a template to get daily reminders on activities that are due for the day.

    Hope this helps!

    Regards,

    Rashmitha 

  • GoldrayPhil Profile Picture
    30 on at

    Hello Torrado , please I am having this exact need right now and for some reason I cannot access the link you shared. I get a 404 error. Please can you paste screenshots here or send another link?

    pastedimage1665607053746v1.png

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