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How to Properly Configure Dynamics 365 In-App Notifications

Knowing how to properly configure and use Dynamics 365 in-app notifications can help you create more engaging model-driven apps to help you streamline business processes.

Setting up this feature allows developers to keep users informed with timely alerts directly within an app, enhancing the user experience and app interactivity. With Power Apps' client API, you can easily configure notifications to display dynamic information based on user actions, which helps improve overall functionality and user engagement.

In this blog, we'll talk through the steps to create and optimize in-app notifications in Dynamics 365 and how to send them with Power Automate flows.

Creating a Notification

To further illustrate how this feature can help you, we'll use an example of sending a notification to the owner of an Opportunity when the Forecast Category changes to Committed in Dynamics 365 Field Service. Here are the steps for creating a notification:

1. Open an Opportunity
2. Change the Forecast Category to Committed
   
3. Click Save
4. Click the Notifications Bell in the Navigation bar at the top
   
5. The notification will show in the list
   

Configuring Dynamics 365 In-App Notifications

When you create a notification, you can configure it to work optimally for your business through Power Apps. You start by going to the Power Apps maker portal and then following these steps:

1. Click Apps on the left side menu
2. Choose an App from the list (Click the All button to see all apps)
   
3. Click Settings from the top menu
   
4. Click Features
5. Scroll down to In-App notifications
   
   
6. Toggle to Yes
7. Click Save

How to Use Power Automate to Send a Notification

To go back to the example mentioned earlier, we will not set up a workflow that will trigger when an opportunity Forecast Category is changed to Committed. Here are the steps to make that easier with Power Automate:

1. Browse to the Power Automate maker portal
2. Click Solutions and create a new solution
3. Click +New > Automation > Cloud Flow > Automated
4. Enter the Flow Name that describes its purpose
5. Choose a flow trigger
   1. In my example, I am setting up a Dataverse, When a row is added, modified…
      
6. Click Create
7. Edit the Parameters based on your trigger details
   1. In my example, I am only running the flow when the Forecast Category field changes to Committed
      1. Change Type = Modified
      2. Table Name = Opportunities
      3. Scope = Organization
      4. Select Columns = msdyn_forecastcategory
      5. Filter Rows = msdyn_forecastcategory eq 100000003 where 100000003 is the value of the “Committed Choice”
         
8. Finish your flow based on the actions needed to create a notification
   1. In my example, I am adding a condition to run only if the Forecast Category is Committed
      
   2. Then on the True branch, I create a Notification that sends to the owner of the Opportunity telling the user the Opportunity has been changed to Committed.
      

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