Zap In-App Notifications Generator2022-07-14T13:37:30+05:30

Zap In-App Notifications Generator

Generate Notifications in-bulk: onDemand OR based on Trigger OR based on Recurring Pattern! (In-App + Email Notifications)

Zap In-App Notifications Generator solution uses the built-in In-App Notification feature which was released by Microsoft as part of Release Wave 2 – 2021. (For Online/On-Premise Customers who do not have Release Wave 2  – 2021 applied… request our support team for a separate build)

This solution can generate In-App Notifications as well as Email Notifications in-bulk. Additionally it can generate form notifications, pop-up notifications and has several other features.

Before proceeding further, first lets get the terminologies correct:

Bell Notifications are displayed in top-right corner when bell icon is clicked. You can setup and control which notifications you get.

There are 3 types of Bell Notifications:

1. Trigger Bell Notification: This type of notification can be triggered when a specific event occurs: eg Notify the user when case/lead is assigned.

2. General Bell Notification (One-Time): These are like Announcements which can be added manually or through a workflow and are not based on any condition or trigger…!
Eg if Admin wants to create a one-time notification regarding planned system down-time then can create a general notification!

3. Recurring Bell Notification: These notifications are generated periodically based on the filtered query (View or Fetch XML) that you setup. For example if you select filtered query as “Opportunities which are approaching Est. Close date” and recurrence pattern as “Weekly” then every week the query would run and generate notifications for the matching opportunity records. The users (Opportunity Owner’s) would see the notification with the Opportunity details and could be reminded to follow-up… Thus making them pro-active and productive!

Another example of Recurring Bell Notification could be a reminder notification every Friday to all users to submit their timesheet!

Form Notifications are usually displayed on the form when user opens a record!

There are 2 types of Form Notifications :
1. Fixed Form Notification: This type of Notification can be added to any Dynamics 365 record and shows up when the record form is opened. These are static in nature.
E.g Displaying a message “The account is on credit-hold. Please contact finance team for more info.”

2. Conditional Form Notification: This type of Notification can also show up when a Dynamics 365 record form is opened. The only difference in comparison to fixed Notification is that… these are dynamic in nature… Here you specify conditions and only if the condition matches the record being opened will the Notification be shown!
E.g. Show on-going discounts for all open opportunity records with Estimated Revenue greater than $5000 during the sale period!

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Product Features

  • Generate In-App Notifications for multiple Users/Teams

  • Generate In-App Notifications from Power Automate/ Workflow

  • Generate In-App Notifications based on Recurring Pattern

  • No need to worry about creating JSON data for generating Notification

  • Token Generator Helper provided for using merge fields within the Notification Text

  • Generate Email Notifications in bulk

  • Allow Users to set personal preferences for which notifications to be shown

  • Ability to generate Notification as a POP UP immediately* after it has been generated in background

  • Ability to set dismissible / non-dismissible notifications

  • Detailed event logging for easy trouble-shooting of any issue

Feature Highlight #1: Easily Enable In-App Notification feature for your tenant (during early release period – Oct 2021)

Feature Highlight #2: Generate Notifications in Bulk for All / Selected Users

Feature Highlight #3: Few Sample Notifications Generated using Zap Notifications Generator App

Feature Highlight #4: Generate Notifications based on Triggers from Power Automate (eg Case Assignment Notification to Case Owner)

Feature Highlight #5: Generate Notifications based on Recurring Schedule (e.g. Timesheet Reminder every Friday)

Feature Highlight #6: Generate Notifications based on Recurring Schedule (e.g. When Opportunity is approaching Est. Close Date)

Feature Highlight #7: Use Token Generator Helper for inserting record field values within the Notification message

Feature Highlight #8: Pop-Up Notification immediately to User (uses Thunder Notification)

Feature Highlight #9: Allow Users to enable/disable certain Notifications

Feature Highlight #10: Form Notifications (Can be displayed Inline and / or as Pop-Up)

Feature Highlight #11: Creating Conditional Form Notification

General FAQ

Can I trial Zap Apps?2018-04-19T17:08:07+05:30

Yes, all our Zap Apps come with a 15-day trial. Please note that there is no functional difference between trial and licensed version.

How do I start trial?2018-05-16T18:39:54+05:30

Download and install the app solution file. Browse to Zap Apps >> Zap License to open the license registeration page (Refresh the page, if “Zap Apps” is not visible in sitemap). Fill-in the details and click “Register” button.

This will automatically start your 15-day trial. Feel free to email support@zapobjects.com if you have any questions.

How do I purhcase a Zap App?2018-04-19T17:10:23+05:30

You can purhcase any of Zap Apps from our online store. If you have already taken the trial then just let us know your CRM organization name and we will activate the trial to paid license online (no need to uninstall and reinstall the solution).
If you have not yet installed the solution in production then proceed with installation and registeration… once done let us know the CRM organization name.

How do I find number of enabled CRM Users?2018-04-19T17:08:36+05:30

All our apps are licensed by user-tier which is based on the total number of enabled CRM Users. To find the enabled CRM users, browse to Settings >> Security >> Users and change the view to Enabled Users.

How do I get license for free Zap Apps?2018-04-19T17:10:40+05:30

Zap Objects offers few apps as free for commercial use. In-order to get your free license, register the license profile online. (Refer licensing KB articles for more info)

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Related Blog Posts

Generate In-App Notifications automatically as per Recurring Schedule when using Zap Notifications Generator App for Dynamics 365 for Sales, Customer Service & Power Apps (Eg Notifying Opportunity owners to follow-up when Est. Close date in next X days)

Microsoft released In-App Notification feature as part of Release Wave 2 - 2021. Zap Notifications Generator App allows bulk generation of In-App Notifications (Bell Notifications): onDemand, based on Triggers Or based on Recurring pattern + [...]

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