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Microsoft Dynamics 365 | Integration, Dataverse...
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How to notify a user that he/she has been assigned a record of an entity in Dynamics 365?

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Posted on by 5

Hello Everyone,

I have created a Microsoft Flow that notifies a user whenever he/she has been assigned a record.

I have created a flow on update of appointment entity when ownership of record changes user will notify with the subject.

I am facing the issue, every time when ownership changes i only getting notification regardless of who it assigned to, As flow new to me, i am not able to get the owner of the record.

Is there any other way to notify the user on CRM mobile application. Can anybody please help me?


Thanks in advance..!

I have the same question (0)
  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi,

    You can refer the existing template like "Send a Mobile Notification when new task is created in Dynamics 365" or something else which has the oenwer id criteria.

    Something like this-

    flow1.png

    Hope this helps

  • Dewashish_Narule Profile Picture
    5 on at

    Hi,

    I have already tried this approach, not able to notifying to different users and as i am the owner of flow i only getting the notification.

    Below mentioned is the snap shot of flow -

    pastedimage1571038615290v1.png

    If you have a different solution to notify the user using mobile notification please suggest.
    Thanks.

  • Fariha Asmat Profile Picture
    216 on at

    Hi Dewashish,

    You can send an email to the user to notify him/her when the record is assigned to him/her , you can do this using workflow, please refer to below link for more information.

    www.powerobjects.com/.../

    may it helps :)

    Regards,

    Fariha Asmat

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