As a mobile user, checking email, logging into your D365 Sales App to check what activities are due or if there has been activity with any of your accounts. Wouldn’t it be nice if you could be made aware of these important tasks or events that have occurred?
This is where Push Notifications for Dynamics 365 Apps comes into play. Push Notifications can be created using Power Automate Flow to send mobile notifications to any of the Dynamics 365 Sales or Field Service Apps or even a custom mobile Power App you may have created.
In the example below, I have created a Power Automate Flow using the “Send push notification v2” action to send a notification to the Sales Hub App for the account owner of a quote that was won within Dynamics 365 Sales.
Let’s look at how easy it is to create this type of notification.
The first thing we need to do is have the flow triggered when a quote is Won, and we do this by using an automated cloud flow that triggers “When a row is added, modified or deleted,” as we need our notification to go out when a quote is modified, and the status of the quote is changed to “Won.”
The next thing we need to do in our flow is get the owner of the account related to the quote. We are doing this to get the email address of the owner of the account to send the notification.
The last action in this flow is to create and send the notification. You first choose the mobile app you wish the notification to be sent. In our case we want to send this notification to the Dynamics 365 Sales App, specifically the Sales Hub app. If you were using a custom Canvas App, this is where you would select “Power Apps” instead of “Sales” as your Mobile app, and then you would be able to select your specific Canvas App.
Now, we need to identify the users we want to send the notification. You do this by setting the email address for the recipient. We will be using the Primary Email from the owner of the account.
Enter the message to be shown in the notification.
If you want the app to open automatically when the user clicks on the notification, then make sure to set the Open app setting to Yes. You can then have the app open to a specific form/view and show the entity related to the notification by specifying the Entity, Form/View, and Entity ID to show.
Once the flow is created and active, you can test it by clicking on the Create order button on an Active Quote, which will create an order and update the status of the quote to Won.
Soon after the quote is Won, a notification with the specified message is received on the mobile device of your target recipient.
If the user clicks on the notification, then the app will automatically open, showing the quote within the form/view specified.
There are a few requirements for your mobile users to be able to receive these notifications:
- They must have the app you are sending the notifications to installed on their mobile device.
- They must have previously connected to Microsoft Dynamics 365 with the app.
- Within the app, they need to enable notifications.
With the ability to create push notifications, you now can let your mobile users know when something important happens, they should know about without requiring them to periodically check within the app. This allows your mobile users to respond to events in a timely manner and can be the difference between getting or losing a sale.