In-App Notifications for Dynamics 365 & Model-Driven Apps

In app notifications opening image copy Updated

Microsoft has recently introduced a new in-app notification feature for public preview.

This allows notifications to be sent to specific users in Dynamics 365 and other model-driven apps from within the system, via external systems with APIs or using Power Automate flows. Notifications can be configured to appear for a number of things, such as when a record is created, modified, deleted and many other triggers. Users are able to see all new notifications within the in-app notification centre.

In-app notifications can be activated using client APIs by a system administrator making changes to the underlying code. However, this may change once the feature is generally released for production use. For the time being, for non-developers, an easier option will be to update these through a Power Automate flow and we've covered below.

How can in-app notifications benefit you?

In-app notifications are designed to help end users by alerting them when important tasks need their attention. These may include when:

  • A new opportunity is created
  • SLAs are breached
  • An opportunity is closed
  • A new case is assigned
  • A call-back is created, and more

For example, we can set an alert that will notify a user whenever a new case is added to their queue, so this can be quickly picked up and actioned, making sure SLA is not breached.

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How do In-App Notifications compare to Push Notifications?

You may be wondering how these two notification options are different? The key difference between in-app notifications and push notifications is that the latter can be enabled only on mobile devices and not on browsers. Push notifications engage app users, regardless of whether the app is in use. In contrast, in-app notifications appear only when the app is open. To avoid inundating users, it’s a good practice to limit the use of push notifications to only high priority items.

Availability

In-app notifications is currently a preview feature, available only in selected regions. Microsoft has not yet announced a release date for when the feature will be generally available for users worldwide.

Creating In-App Notifications in Power Automate

Let’s take a look at how we can create a notification in Power Automate. For example, if a user needs to be alerted whenever a new opportunity is created, we can configure this in Power Automate Flow as shown below.

  • Login to Power Automate and choose Automated Cloud Flow.
  • Choose a trigger for your flow, in this example we will create a New Opportunity Notification.
  • Add a new row and choose Notifications as Table Name.

Notifications can be customised to fit each requirement by changing the following features:

  • Title: Notification title
  • Body: Details about the notification. We can enrich the message content by pulling values from Dataverse, such as Priority of a case, Estimated revenue of a new opportunity etc
  • Owner: The Owner column can be updated with all the intended recipients so that notifications are sent to one or multiple users
  • Icon Type: Different icon options available are Info, Success, Failure, Warning, Mention and Custom. Custom lets users define a new icon type of their choice.
  • Toast Type: Currently, this option allows the notification behaviour to be set as either Timed and Hidden. When Timed is chosen, the notification appears for a brief duration (the default is four seconds) and then disappears. In Hidden, the notification appears only in the notification centre and not as a toast notification. Both Timed and Hidden notifications can be accessed from the notification centre bell icon on the toolbar.
  • Expiry: Duration for which a notification is shown to a user
Powr Automate flow

Once our example is setup and triggered, a notification will appear on the top right, alerting the user that a new opportunity has been created. Clicking on the notification tab displays recent notifications for each user.

In-app notifications are a nice addition to push and email notifications already available on model-driven apps. Once generally available, this will give administrators greater flexibility to decide what type of notification should be delivered for each scenario which may create an opportunity to reduce their reliance on email or push notifications. In-app notifications are also a simpler way to alert users, and enabling them to check their alerts without exiting the app. Each of these notification types has their place, so it's great to see increased choice to decide the best option for each business context.

In App notifications

How to Create In-App Notifications in Dynamics 365 & Model-Driven Apps

Video Transcript

Hi All, it's Jack from Preact here and today we're going to be taking a look at In-app Notifications. These send notific…

Hi All, it's Jack from Preact here and today we're going to be taking a look at In-app Notifications.

These send notifications to users in dynamics 365 and other model driven apps using APIs or flow. Notifications can be configured to appear for a number of things such as when a record is created, modified, deleted or many other triggers. For our first example we're currently in the sales hub.

I've created a notification for whenever a new opportunity is created. Let's take a look at how this appears. Clicking into the notification tab allows us to see all of our recent notifications. If we click on the settings button, here we can choose how long notifications appear for as well as if we would like the pop-up to appear at all or just have a number on the notification button.

Let's take a look at another example. This time we're on the customer service hub. I've set it up to give me a new notification whenever a new case is added to my queue. This is so I can quickly action it. As you can see the notification has appeared and I can see the topic and priority so I quickly know what the case is about and I can get on with solving it.

So let's take a look at how we set these up. If we go into flow, we can see the flow that I've created. For my case notification I've set up a very simple cloud flow. This looks for when a new case record is added in dynamics. Once a new case has been created, flow creates a notification record. Once this is created, the notification automatically appears in dynamics 365. We can customize these notifications too. At the top I have the title of my notification and the main text. We can pull in values from Dynamics 365 like I've done here with topic and severity. We can choose how long the notification will show for, we have a number of icons that we can also choose from to display on the notification as well as many other options.

Please get in touch with us if you have any questions regarding the in-app notifications. Like this video if you've enjoyed it and don't forget to subscribe to the Preact YouTube channel if you want to see more videos about Dynamics 365 and the Power Platform in the future.

Have any questions on enabling In-App notifications?

If you need further assistance in enabling in-app notifications or have any other Dynamics 365 and Power Platform queries, get in touch with us today!

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