D365 – In-App Notifications

This article discusses how to use “Notifications” within the Dynamics CRM App through a scenario. I will create notifications for users using three push methods:

1. Cloud Flow
2. Client API
3. Csharp (C#)

Preparation: Enable In-App Notifications

Go to Power Apps –> Click on the “App” menu –> Find your app –> Click on the “three dots” –> Click “Edit”

Click the Settings button at the top of the app editing page.

Click the Features tab –> Enable In-App Notification –> Save

If everything goes smoothly, you should see the Notification table in the Table section.

Method 1: Using Cloud Flow

Step 1: Create a Flow

Open the solution –> Click New –> Automation –> Cloud Flow –> Automated

Enter a meaningful Flow name –> Search using keywords (input: Dataverse) –> Select the When a row is added, modified or deleted trigger –> Create

Step 2: Configure the Flow

(1) Configure the When a row is added, modified or deleted trigger, then click “+ New Step”

• Change type: Modified
• Table name: Accounts
• Scope: Organization
• Select columns: ownerid

(2) Search using keywords (input: Dataverse), select Add a new row action.

(3) Configure the Add a new row action, then click the Save button.

Note: Variables need to be selected via “Add dynamic content.”

• Table name: Select Notifications
• Title: Enter Client assignment reminders
• Body: Enter Customer [Variable: Account Name] has been assigned to you, please contact the customer in time.
• Expiry (seconds): Enter 1200
• IconType: Select Success
• Owner (Owners): Enter /systemusers(Variable: Owner(Value))
• Data: Enter the following JSON, replacing entityLogicalName with account, and RecordId accordingly.

{
    "actions": [
        {
            "title": "Open Account record",
            "data": 
            {
                "url": "?pagetype=entityrecord&etn=account&id=变量：Account",
                "navigationTarget": "newWindow"
            }
        }
    ]
}

Step 3: Test the Flow

Open a customer record and assign it to yourself. If everything goes well, you will see a pop-up notification in the upper right corner.

At the same time, users will also see the notification in the Power Apps mobile application: