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Using @ functionality in Posts

  • 1.  Using @ functionality in Posts

    GOLD CONTRIBUTOR
    Posted Oct 26, 2020 03:32 PM
    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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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 2.  RE: Using @ functionality in Posts

    TOP CONTRIBUTOR
    Posted Oct 27, 2020 03:43 AM
    Edited by Niels Lønberg Oct 27, 2020 03:47 AM
    @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?
    I'm not a fan of email notifications, but you can create that using Power Automate. It might also be possible to use Power Automate to mention users in Teams, when the user is mentioned in in D365 with a link to the record. However, I haven't tested that myself.


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    Niels Lønberg
    Semco Maritime
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 3.  RE: Using @ functionality in Posts

    TOP CONTRIBUTOR
    Posted Oct 27, 2020 05:48 AM
    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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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 4.  RE: Using @ functionality in Posts

    TOP CONTRIBUTOR
    Posted Oct 27, 2020 08:01 AM
    That is very cool, @Mark Carrington.​ I'll definitely check that out.

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    Niels Lønberg
    Semco Maritime
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


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