How to Configure @mention with Power Apps in Dynamics 365

By Ron Ellison | September 20, 2024

Setting up @mention in Dynamics 365 with Power Apps helps you collaborate with your team by sending them notifications that go directly to them through Teams or email.

To set these up, administrators in your environment must enable in-app notifications in the Power Platform admin center for the specific apps you use.

If you want to use this feature, you can follow these steps:

Configuring @mention Notifications

  1. Browse to https://admin.powerplatform.microsoft.com/
  2. Click Environments
  3. Click on the environment you want to enable @mention notifications
  4. Click Settings
  5. Under Product choose Behavior
    Setting search product behavior
  6. Set the Release Channel to Monthly channel
    Monthly Channel
  7. Click Save
  8. Click Settings to return to the previous page
  9. Under Product click Collaboration
  10. Under Enable Sharing toggle In-app notifications to On
    In app notifications on
  11. Click Save

How to Send an @mention Notification

In this example, I will use an existing account record and send an @mention note to another user to show how that notification will appear in the system.

  1. As a user in the system, open an account record
  2. In the Timeline, click +. Note
    Click on new note
  3. In the header, type a title
  4. In the body, type text to send to the user. Within this text, type the @ symbol followed by a few letters of the user to send the notification. (see the example below).
    Send notification
  5. Select the name from the listed suggestions
  6. Click Save
  7. Log out and back in as the user listed in the notification
  8. Click the Notification bell in the navigation bar
    notification bell in navigation bar
  9. Click the Open Record link to view the note sent for that record

Want to Learn More Methods to Increase Productivity in Dynamics 365 with Power Apps?

Get in touch with the Stoneridge Software team! Our experts can help you identify tools and solutions to increase efficiency and foster greater collaboration within your team.

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