HI,
I want to show notification in CRM. For example, if there is appointment set for 2 PM, I want to show notification at 1.50 PM on CRM screen.
Is it possible? You can suggest alternate options also. You can also suggest if CRM provide default attachments.
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-it is not requirement to use html web resource you need only java script code to display message and you can call this code from any entity form load event
- in CRM you need entity form event ar ribbon button to call java script code so I do not think you can do that without its so I think you need to call this java script code from all entities form
and this is crazy action
So do not waste your time if your users have outlook do what they said else you have to create new solution in windows form to do that
Hi,
you can't do it that way if you wanted this to work just anywhere in Dynamics. You might try push notifications, since they are not tied to a particular web page, but they are not supported in some browsers (such as IE/Edge):
developer.mozilla.org/.../Push_API
Might also try a chrome extension.. basically, within Dynamics you can't do it. So you have to think "outside the box".
Or, as Pawel suggested, Outlook might be an option.
for note : I mean Notification message
for web resource you have to add it to any entity form (most use)
you can also create windows application to de that but you need install it on all your user
devices
for html web resource it likes the following :
<html><head><title></title>
<script>
function t() {
// here write your code to get data from time field and if condition to display note message
alert("notification is : aaaa");
setTimeout(t, 2000);
}
</script></head>
<body onload="t()">
.
.
.
I have 2 queries in above solution:
1- Where should I use web resource? If I add above function in "testNotification.html", alert will display on same page.
2- What is NOTE? I know NOTE(Attachment) section of appointment form but I am not getting what is note in your answer.
Note: I want to show notification on CRM screen regardless of form. User must be able to see notification even if he is on solution page or create sales order page.
Please let me know if you have confusion, I will explain if needed.
you can do the following :
1- create html web resource and inside it write function to get data from time field in appointment and display the note
2- create another function that have timer for 1 second and inside it call the first function
3- finally add this web resource to entity form
so now each 1 second the timer will execute and will execute the first function that will display the note regards to the time
Well, I am doing this already. But what if that form or webresource is not open at the time of alert? Notification regardless of form and webresource. Let me know if there is such way.
it is easy
create java script function that will get the appointment time field and then display notification alert message befor ten minutes of that time
but you have to decide where you need to display this message you can only display it in entity form
This is not possible in a supported way, but in my opinion you are misusing CRM. Outlook is a tool for what you are trying to achieve. Creating a proper activity in CRM and then implementing activities synchronization with Outlook can do the trick for such scenarios.
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