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Sunayana8
Helper I
Helper I

How to notify a user that he/she has been assigned a record of an entity in Dynamics 365?

I want to create a Microsoft Flow that notifies a user whenever he/she has been assigned a record.

I have used When a record is created, Condition and Send a mobile notification activities. But couldn't get the required output. Can anybody please help me?

11 REPLIES 11
faustocapellanj
Memorable Member
Memorable Member

Hi @Sunayana8 

What's the content output from the When a records is created trigger?

Regards,

Fausto Capellan, Jr
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Hi @faustocapellanj 

Content output in the sense?

Your trigger output. 

Fausto Capellan, Jr
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The AccountID, Name of the Account and its website

Hey @Sunayana8 

 

As you mentioned that you want to notify the user when a record is assigned to them, you can use the when a record is updated trigger: tesw.PNG

This runs when the record is updated and only the owner of the record is modified. Gets the owner detail from the user entity and sends an email. Note that the Primary Email attribute from the user entity is the one that holds the email of the user. 

 

Hope this Helps!

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

Could you please guide me how to do this using Dynamic 365 connectors? The connectors that you have used are CDS connectors, isn't it?

Hi @Sunayana8 

Can you please post screenshots of your Flow, including the dynamic content that's available from your actions?

Thanks.

Fausto Capellan, Jr
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Thankyou @faustocapellanj  @yashag2255 . I could resolve the issue.

Hey @Sunayana8 

 

Glad that you were able to resolve. If this issue is resolved, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

ndewashish24
New Member

I want to create a Microsoft Flow that notifies a user whenever he/she has been assigned a record.

I have created a flow on update of appointment entity when ownership of record changes user will notify with the subject.

I am facing the issue, every time when ownership changes i only getting notification of who it assigned to.

The flow i have created is mentioned below snapshot

 

UpdateFlow.PNGUpdateFlow1.PNG 

 

 

 

 

 

 

 

As flow new to me , i am not able to understand how to get the owner of the record.

i have tried to use office 365 user action as well to get the user record, but i getting error user has not found. 
Can anybody please help me?

@yashag2255 @faustocapellanj @Sunayana8 

Thanks in advance..!

 

Regards,
Dewashish  

Hi @yashag2255 

I'm using the same flow to send notification when assignment happens. but I notice that the flow can't be triggered when user click the "Assign" button for the entity. 

I'm not sure how it happens, maybe this system level button doesn't call the Update method of the Entity. 

May I know if you have any idea about this? Thanks in advance!

 Assign button in Model-driven appsAssign button in Model-driven apps

 

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