Is it possible (perhaps programmatically) to implement a function whereby approvers can approve in bulk rather than individually?
For example, they would select multiple approval requests and click the approve button once.
Would it be possible to create for example a Canvas App for approval, where the user would see their approvals, and approve from within the Canvas App in bulk?
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I want my app to have 3 different kinds of notifications which the user has the option to opt into each but I need to support all of them on the backend I think. I wanted to see if others had an approach which worked well for them. The three notification types are different:
Individual Notifications - A specific user related notification. When a specific event happens in their account they (and their team members) get notified of it.
Item Notifications - An item specific notification. Any user of the system can get notified when a specific item available to all reaches a certain stage of the process.
Topic Notifications - General system event, to be sent to anybody who has opted into receiving notifications for a system event.
If I am going to support badges for each, I need to track them by user I suppose, in order to send down the badge number with the notification. The icon would be the aggregation of each. I am thinking I need three Toggle settings, one for each. When the user sets each one, I would send a registration for that type of notification to a webapi which would store the user id in a registration table along with the registration type.
When sending the registration to the user, the registration table gets queried, a record goes into the notification_view table for that user and notification type, and the badge count is taken from that and sent to apns.
When the user views a notification, I will send a message to the api and update (or remove) the notification_view record associated with he viewed notification.
I know there are ways to have filter a notification, and I expect this will be incorporated. I'm using Azure NotificationHubs and this would be included under tags. So if a device had a tag (sports_news or something like that) the server side could send a notification with a sports_news tag and it would go to everybody who subscribed to it. That might work for category #3 above, provided we do not care about badge counts.
Is anybody else doing something like this? Do you use the same type of backend tables to support the process? Does my process mirror what you are doing?
I am looking in to creating a notification function in Dynamics 365, and to find the best solution, I have began with searching for the possibilities (Javascript/C#/All others). Example: Sending a user a notification that a new lead is created.
Edit:It should be generic and easy to add a new notification. So maybe it should be a workflow step, or connected to an entity.
Email notification is already integrated in Dynamics 365
Microsoft Graph has a Notification possibility (Only in Beta)
https://developer.microsoft.com/en-us/graph/graph-explorer#
Create a custom entity which. And on dashboard add a Web Resource (Javascript) that looks through the entity to find if there are any Records on the current user. If so make a popup.
Use Chrome extension to notify user.
(Example: https://community.dynamics.com/crm/b/bruce365usingdynamics/archive/2017/11/02/announcing-365-notify)
Is there any other possibility you know of?
Or do you have any experience with any of these. What one should go for or not.
Your best bet is Dashboard with Posts in Timeline/social pane. This just need couple of configurations like Post rule, Timeline embedding in Dashboard & user training.
Activity feeds
Activity Timeline
If not, timely workflow or MS Flow to send a digest notification.
I would say if you wish to go code less solution then use Workflow
and place trigger as you wish. Send an Email to Either team or
particular user from this workflow. Just set regarding in Email as
Account or Contact or any entity from which you have an Trigger. By
this way You can see all these notification in your Social pane
timeline as well.
If you need some custom logic, Use plugin but in turn call a
workflow which will be onDemand workflow and this will only be used
to send Email.
There can be different Ideas as well. But we have this in place on one of our productive system and it fulfilles requirement of Notification very well.
Since you specifically want to interact with users within the CRM system, there are a number of simple approaches:
Task Queue (Passive) -
Create task records within CRM (these can also sync to Outlook if you want to get fancy). Users review a queue containing all of their tasks. You can similarly assign tasks to teams of users. I recommend this approach for CRM oriented users who have a number of different tasks.
View/Report/Dashboard (Passive) -
Create views of records requiring action. Users then review these views on a regular basis. I recommend this approach for non-time sensitive tasks, and tasks executed in bulk across many records.
Email (Active) -
Create a workflow with a Send Email step. This is easy to do but could generate a lot of emails which the users may then ignore. I only recommend this approach for rare notifications, or those requiring urgent action.
Emailed Reports (Active) -
A hybrid of the second and third approaches, there are third party solutions that will email view results to users on a scheduled basis. This would be my recommendation if you want an active approach without spamming users constantly. These are easy to install and configure and entail a small cost.
In addition to the many viable options offered above (a few of which I was unaware), if the user's daily responsibilities include working with Leads, you might want to keep it super simple - create a My New Leads view and instruct them to check it throughout the day. You could even place this view on a dashboard, making your option 3 redundant.
If the user rarely needs to concern themselves with Leads, the need for a notification strengthens. Assuming that the Lead volume will not flood their inbox, in the interest of simplicity you could start with a workflow email notification.
Our site enables users to send money to us via a bank transfer. They 'initiate' the transfer and get a reference code. Then they log in to their bank account and send the money using the reference code.
We track when a user promises to send the money but I'm not sure how to track when that money arrives. They won't be logged into the site when it happens which makes it complicated. Is there a way to do this?
Thanks in advance!
It is possible to track events on behalf of a recent user, but it requires coding on server side. You need to use the Google Analytics Measurement Protocol
to create this event, when you are notified about a successful transfer. You can send all relevant information to Google Analytics, like event category, action, or event value (e.g. transfer amount), or even track these as ecommerce transactions.
You can check the parameter reference to learn about the required and optional parameters to be sent with your hit. You can also experiment with such custom built hits with the Hit Builder tool.
If you would like this event to be connected to your existing user, then you'll also need to store your visitor's client ID during their visit, and later reuse this client ID in your backend-initiated Analytics hit.
Here is an example for an event hit for a recently stored ClientId, with given event attributes, including value.
There a few things to be considered in such scenarios, or at least to be aware of. Such events will generate additional hits in your Analytics property, and also initiate sessions, which can alter your various Analytics metrics, if their volume is comparable to your overall traffic.
My web app has an event scheduling feature, and I'd like to automatically create, update, and delete calendar events from users' individual calendars as the event details change on my site.
My plan to do this is to set up an automated/service user (e.g. events#example.co) and use the Calendar API to send invites that come from that user. As the event gets updated I continue to use the API through that user (using a server-to-server authentication protocol, so no human authorization required) to modify the event and deliver updates
If I'm scheduling several thousand events - will this scale with just one user? It doesn't feel right to schedule so many events under one automated user. But then again, it might work just fine.
Is there a limit to how many events I can schedule?
Is there a more sane way to approach this overall?
Thanks!
The google calendar api applies some standard quota limits on you. Basically the number of requests that you can make. However when you are planing on using a single user then there will be some other rules you will need to consider
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If a user has created more than 10,000 events in his or her calendar within a short period of time, that user might lose calendar edit access.
If a user creates more than 25 new calendars within a short period of time, that user's calendar might go into read-only mode.
In order to prevent spamming, Google Calendar limits the number of invitations a user can send to external guests. This limit varies depending on the action, and is usually between 100-300 guests.
You can do this using a service account. To my knowledge there is no limit to the number of events you can put in a calendar per day however as stated above there will be a limit to how many you can insert at once.
I am not aware of a more sane option than this sorry.
I want to sync the events in my server side application with Google calendar events. I read about https://developers.google.com/google-apps/calendar/v3/sync but I'm not sure how it selects events? Are they per developer application or per user or per user or per user per calendar? or something else? If it is per user, is there any way to get all the changes for events created withmy application or associated with users of my application?