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D365 - In-App Notifications

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Preparation: Enable In-App Notifications

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

Power Apps Interface

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

Power Apps App Setting

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

Enable Notifications

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

Notification Table

Method 1: Using Cloud Flow

Step 1: Create a Flow

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

Create Cloud Flow 1

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

Create Cloud Flow 2

Step 2: Configure the Flow

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

#AttributeContent
1Change typeModified
2Table nameAccounts
3ScopeOrganization
4Select columnsownerid

Configure Trigger

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

Select Action

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

Configure Action

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

#AttributeContent
1Table nameSelect Notifications
2TitleEnter Client assignment reminders
3BodyEnter Customer [Variable: Account Name] has been assigned to you, please contact the customer in time.
4Expiry(seconds)Enter 1200
5IconTypeSuccess
6Owner (Owners)Enter /systemusers(Variable: Owner(Value))
7DataEnter 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"
            }
        }
    ]
}data.json

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.

Pop-up Notification in Upper Right Corner

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

Notification in Mobile Application

Method 2: Using Client API

todo…

Method 3: Using Csharp

todo…

The End

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