In Dynamics 365 for Sales, Customer Service or Power Apps, you can tag user/s in Posts in Timeline of Accounts, Cases, Leads, Opportunities or any entity .

Now, when the user/s are tagged/mentioned in Timeline wouldn’t it be great to notify them automatically using In-App or Email notification?

We are happy to let you know that in the latest build release of Zap Notifications App… we have added support for notifying User if they are mentioned in Post. This notification can be an In-App, Email or Push Notification.

Zap Notifications App allows bulk generation of In-App Notifications: onDemand, based on Triggers Or based on Recurring pattern + Form Notifications + Email Notifications + Push Notifications!

Some common use-cases where Zap Notifications App can help:

Use Case 1: Company Announcements like Scheduled Network Down-time
Use Case 2: Notifying User on Lead / Case Assignment
Use Case 3: Notifying User when they are tagged / mentioned in a Post in Timeline of Lead / Account / Opportunity / Case or any entity.
Use Case 4: Timesheet Reminder Notification every Friday.
Use Case 5: Opportunity Follow-up reminder to Users whose opportunity is nearing Est. Close Date

For details, refer blog: Some common user-scenarios for using In-App Notifications (link)

In this blog, we will go through the high level steps in which you can configure Zap Notifications App to automatically notify the user when they are tagged in a Post. This notification can be an In-App Notification, Email Notification or Push Notification.

Step 1: Create Trigger Notification Configuration Record

Step 1a: Select entity as “Post”

Here we select whether In-App and/or Email notification is needed…then select entity as “post”…then configure various notification level settings and finally select category / sub-category – if we need to give user the option to select.

Step 1b: Configure In-App Message

Here we can configure the title and body for the In-App Notification. We can also include dynamic values from the record.

Step 1C: Configure Email Message

Here we can configure the email subject and body. Again we can include dynamic values from the record.

Step 1D: Select Users who need to be notified

Here we can include static users, dynamic users or just users mentioned in the post.

Step 2: Create Power Automate flow OR a Workflow to trigger this configuration (Created in step 1) whenever a new post is added in timeline

Below Screenshot shows using Flow: (You can use either a flow or a workflow)

Below Screenshot shows using Workflow: (You can use either a flow or a workflow)

Now whenever any user/s are tagged / mentioned in a post… They will automatically be notified via an In-App message or email message (as configured). Besides, Zap Notifications App has a super functionality which allows user/s to configure if they would like to receive this notification as In-App or Email. As shown in screenshot below… user can select which all notifications they would like to receive and whether that should be as an In-App or Email:

This blog is part of our series “Introducing Zap Notifications Generator App for Dynamics 365 Sales, Customer Service & Power Apps”.

Below are links for all blogs in this series:

Blog 1: Generate In-App Notifications in Bulk for multiple users / teams (link)
Blog 2: Some common user-scenarios for using In-App Notifications (link)
Blog 3: Generate In-App Notifications automatically as per Recurring Schedule (link)
Blog 4: How to insert record field values within the In-App Notification message (link)
Blog 5: How to generate In-App Notification from Power Automate / Flow (link)
Blog 6: Sending out In-App Notification when User is tagged or mentioned in Timeline  (link)
Blog 7: Display an Inline Notification (e.g. Account is on Credit Hold) in Case Form if a flag has been checked in related Customer record (link)
Blog 8: How to alert Users with important information about Customer – on form-opening (link)

For more information regarding Zap In-App Notifications Generator App or to take trial, refer: https://zapobjects.com/apps/zap-notifications/

Email support@zapobjects.com if you have any questions.

To view all Zap Apps, check-out: https://zapobjects.com/

Zap Recent Updates (Sep 2024)

1. New Version Released: Zap Report Scheduler App (vX.X.X.X): Now send password encrypted PDF reports to Customers. (e.g. sending password encrypted PDF Invoices to customers). (link)

2. Completely Revamped: Zap Attachment Viewer (with drag-and-drop) (v30.0.1.9): Now pin attachments to the top of list – when viewing attachments for Case / account etc. This way your users will not miss any important attachments. (link)

3. New Version Released: Zap PSA Time Entry App (Track Time against Cases): Track and log time spent by support agents on cases directly from Case form (either using built in Timer functionality or manually add Start & End Times or duration)!

4. New Version Released: Zap Helpdesk App (v68.0.1.9) :”Quick Response” feature added to Dynamics New Email Form – allowing agents to compose email faster by auto-populating recipients, subject & body. (link)

5. New Version Released: Zap Copy Record App (v 25.0.1.9):
– Now CLONE Field Service Work Orders in 1-Click (link)
– Now schedule a record to be CLONED at a later date e.g. creating recurring opportunities (link) ; creating recurring maintenance cases (link)

6. New Version Released: Zap Notifications App (v 55.0.1.9):
– Now generate even Push Notifications! (link)
– Send In-App Notification when User/s are mentioned in Timeline of any record (link)

7. New Version Released: Zap Report Scheduler App (v 36.0.1.9): 2 new monthly scheduling options added. e.g. schedule report for FIRST Monday of every month / Last Friday of every month / First of every month / Last date of every month etc (link)

8. New Version Released: Zap Email Parser App (v 33.3.1.9): Support for creating multiple parsing rules for same field. Example: Email address from within email body could be extracted by searching for labels: “Email:”, “Email Address:”, “E-Mail:” etc. Now you can create multiple parsing rules for same destination field.

9. New Version Released: Zap Calendar Pro (Team Calendar + Map Any Entity Data to Calendar):
– Display activities in Team Calendar – color-coded by Owner. (earlier you could display activities color-coded only by activity type).
– Ability to set any event (custom entity) as recurring.

For questions regarding any Zap App, email sales@zapobjects.com.