We are currently using the Business' Yammer network as a way to keep track of incident management updates. There are several groups that have been created to handle various different types of escalation matters and so on. The team that need to use these groups need to all be members of each of these groups. Will there ever be a way to use a csv file through the Bulk User Update section to add a list of network members to each of these groups?
I managed to solve my own problem. Persistence seems to always pay off.
Turns out it can be done right from the groups main setting page. Clicking on the gear icon and selecting Import from Address Book. From Here you can use a .csv file with the headers First Name, Last Name, E-mail Address and the details filled in, a contact per line.
Related
I'm currently trying to set up a workflow within Microsoft Power Automate to do the following:
If an email is sent to a shared email box create a new task in DevOps
If someone replies back to that initial email - any responses to that thread will be tracked in the original task, and no additional tasks will be created from that chain.
Right now I'm leveraging the template that Microsoft provides called "Create a workitem in Azure DevOps when new email arrives in shared mailbox", but it creates additional tasks anytime someone replies back to the thread.
Anyone have suggestions?
Thanks,
You could use a condition that checks the 'Conversation Id' then if it matches an Id from a previously sent email's Conversation Id it does nothing. If it is new, then you'll get a new task.
If you are archiving handled emails, you'll need to filter results from the archival folder.
Here it is mapped out with a SharePoint list mapping the Conversation Id from each email:
Once the details are logged, the Get Items action on the SharePoint list pulls all items. However in that pull it uses an ODATA Filter on:
conversationId eq '<Conversation Id from trigger>'
Then if the number of matches is more than the one that you've just registered in the list, that means it was a response and the flow will follow the "no" branch. However, if it is the only entry, a new work item can be made.
You can make this much more complicated, dependent on requirements, in many areas, as that why you are using Power Automate. For example you could make API (Graph) calls to get Shared Box emails, but this is simpler, and works on a free flow plan until they add a "Get Emails from a Shared Mailbox" connector.
It's not picture perfect, because it doesn't handle a changed subject line, but it does do the job required.
I'm using Gmail.Users.Settings.updateVacation to update our customer service rep's vacation responses automatically over the weekend and after-hours, so our customers who e-mail when we're not in the office get an informative message of when they can expect a response.
I am attempting to do the same thing with our Google Groups, but have not been able to find the correct API call. If I use the same method as above, but with a group's e-mail address, I get a "Delegation denied" error (even though I'm an Owner of the group). I suspect this is because a Group is not a User, and is just different.
I've found the Manage Group Settings API, which essentially has just one update method, and you use properties to specify what you want to update on the group. The problem is, there is no auto-reply property name that I can find.
How do I update a Group's auto-reply settings?
Many thanks!
Unfortunately, what you want cannot be achieved through the API.
All the possible methods are present in the Groups Settings API so if you didn't find the expected method there, then it means that is not possible through the API.
What you can do instead is to file a Feature Request here and provide all the necessary details.
Reference
Groups Settings API - Groups Resource.
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.
I have a marketing list consisting of selected contacts which we would like to send emails to.
Each contact has an Account Manager field (which is a system user).
Our marketing team would like to send all contacts in a list an email which should be addressed from the account manager (system user) email address.
We are using a document generation solution called Xperido. I am using a standard template to try accomplish this. Looking at the email settings configuration, you cannot specified an address from a secondary entity. The only address that you can use must be defined in the primary entity.
I have looked on the net and cannot find any example of this. Has anyone done this before or can suggest another product which is capable of this? Any advice is appreciated.
Thanks in advance
If you have XperiDo version 3.2 you can do this by going to your XperiDo Management Console in CRM. First edit your dataset in that way that the linked Account manager (of the contacts) is fetched. Then select Templates and edit the template that you want to send out to the contacts. Go to More Settings and click the pencil next to E-mail settings
Then you should see the following screen where you select in the From part: Data set field (this can be set as default by selecting the star on the right of the label) and then select the emailaddress field of the account manager.
Then during the document generation itself select the template that you want to be mailed and on the Set Output Parameters tab you can select E-mail as delivery format and you can also choose to set there the right E-mail addresses as you can see in the following image.
This method can also be used to set the To field of the e-mail section in XperiDo.
I have the following question, because I can't seem to find the answer in the documentation.
I am using Dynamics CRM 4.0.
My problem is the following, and I might be missing something here, but:
If I add an account "X" with address: Street 123 and I add a child contact "Y" belonging to that account.
If I change the address of the account "X", should it automatically change the address of the belonging account "Y"?
I thought these fields (the address fields) are inherited? How could this be achieved?
There is only a one-time mapping defined, which maps this fields when you create a contact from a account record.
After you have created the contact, it is not updated on address changes. If you have this requirement, you should implement a plugin which transfers the required data from the account to all of its contacts.
I'm not aware of any free plugin, but it is a rather simple one to implement.
You can't solve this with a workflow, because there is no activity which could be used to iterate over the contacts of the account. For this task you would have to implement a custom workflow activity, which is at least the same amount of work as to develop the plugin.