Customer Engagement & Dynamics CRM Forum

Wondering if anyone has successfully used the "@" functionality within posts in Dynamics?  We are looking to utilize this to alert or ask questions from other users about opportunities specifically.  I can successfully tag someone in the post but can't see how they get notified.  Was hoping there would be a notification that would get sent to the user.

Thanks

Eric​​

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Eric Veneziano
Sales System Analyst
Minitab, Inc.
State College PA
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@Eric Veneziano the only place users are notified by default are via timelines on a dashboards (their feed/wall), where they will get can see, if they were tagged or if something was posted on timelines of records they follow.

Here I'm tagged on a timeline of an opportunity, which I can see in my a timeline/feed on a dashboard:

It would be great, if the user would get a notification in the top right corner like on LinkedIn, Twitter or Salesforce but that is not the case.

There is a free third party app called 365 Notify on App Source which can deliver notifications. However, I haven't used it myself. 

In a broader perspective, I am wondering how Microsoft sees Microsoft Teams/365 in this equation. E.g. would it be possible to get a notification in the Microsoft 365 notification center, when you are tagged in D365/Power Apps the same way as when you are tagged in email or documents?

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Niels Lønberg
Semco Maritime
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Original Message:
Sent: Oct 26, 2020 03:32 PM
From: Eric Veneziano
Subject: Using @ functionality in Posts

Wondering if anyone has successfully used the "@" functionality within posts in Dynamics?  We are looking to utilize this to alert or ask questions from other users about opportunities specifically.  I can successfully tag someone in the post but can't see how they get notified.  Was hoping there would be a notification that would get sent to the user.

Thanks

Eric​​

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Eric Veneziano
Sales System Analyst
Minitab, Inc.
State College PA
------------------------------

I created a Teams bot to deliver notifications from posts to the appropriate users - you can use a free hosted version at https://bot.markcarrington.dev/ or get the code from https://github.com/MarkMpn/D365PostsBot and host your own. We used to have a similar system that sent the notifications by email, but moving to Teams meant that users can now reply to posts directly from Teams as well rather than having to open the record in the browser.

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Mark Carrington
Chief Technologist
Data8
Chester
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Original Message:
Sent: Oct 26, 2020 03:32 PM
From: Eric Veneziano
Subject: Using @ functionality in Posts

Wondering if anyone has successfully used the "@" functionality within posts in Dynamics?  We are looking to utilize this to alert or ask questions from other users about opportunities specifically.  I can successfully tag someone in the post but can't see how they get notified.  Was hoping there would be a notification that would get sent to the user.

Thanks

Eric​​

------------------------------
Eric Veneziano
Sales System Analyst
Minitab, Inc.
State College PA
------------------------------

That is very cool, @Mark Carrington.​ I'll definitely check that out.

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Niels Lønberg
Semco Maritime
------------------------------

Original Message:
Sent: Oct 27, 2020 05:48 AM
From: Mark Carrington
Subject: Using @ functionality in Posts

I created a Teams bot to deliver notifications from posts to the appropriate users - you can use a free hosted version at https://bot.markcarrington.dev/ or get the code from https://github.com/MarkMpn/D365PostsBot and host your own. We used to have a similar system that sent the notifications by email, but moving to Teams meant that users can now reply to posts directly from Teams as well rather than having to open the record in the browser.

------------------------------
Mark Carrington
Chief Technologist
Data8
Chester

Original Message:
Sent: Oct 26, 2020 03:32 PM
From: Eric Veneziano
Subject: Using @ functionality in Posts

Wondering if anyone has successfully used the "@" functionality within posts in Dynamics?  We are looking to utilize this to alert or ask questions from other users about opportunities specifically.  I can successfully tag someone in the post but can't see how they get notified.  Was hoping there would be a notification that would get sent to the user.

Thanks

Eric​​

------------------------------
Eric Veneziano
Sales System Analyst
Minitab, Inc.
State College PA
------------------------------