I would like to create a workflow/action that will run weekly and send the link for a specific view for a specific entity to all users. Do you know if and how this could be done? Cheers
Related
I want to trigger a specific notification that will contain catalog variable item details on how to do this in servicenow.
Make an email script and call that email script in your notification.
Please follow the below steps:
Create an email script:
Create notification and call that email script in the notification.
After the email is a trigger and user click the link that you have made in notification "Catalog item" will open.
Regards,
PKG
You can add ${variables.[variable]} in a notification's body and it will replace it with the variable you need to get.
You can also do this with a mail script, but I don't recommend that unless the mail script is going to be used in more than one email or the variable needs special formatting.
If you handle the related business logic with a Flow Designer Flow on your Catalog Item, you can use Action: Get Catalog Variables, and then use a Send Email Action to compose the email.
The variables and its values will be available due to the Get Catalog Variables action, use the data picker to include the data in the email.
Documentation:
https://docs.servicenow.com/bundle/sandiego-application-development/page/administer/flow-designer/reference/get-cat-variables-flow-designer.html
https://docs.servicenow.com/bundle/sandiego-application-development/page/administer/flow-designer/reference/send-email-flow-designer.html
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've a MailChimp Automation for an custom e-commerce. I want to use my MailChimp Automation Workflow to send information to customers when they have placed an order. Overview:
Send order information
Send mail #2 after 2 days
This works great, but here comes the problem!
The user (with the same email) creates one more order 1 month later. I now want this customer to be placed in the automation again, but instead I get an error "You've already sent this email to the subscriber.". I'm using MailChimp API v.3.
How can I possibly add this customer to the same automation workflow again?
Thanks in advance!
This can't be done. We ended up using Mandrill instead. Hope this helps!
I'm using Dynamics CRM 2015 (7.0.2.53) and Outlook 2016 (16.0.7766.7080) with the CRM for Outlook (7.1.1.3113) addin.
What I am trying to achieve is to give users the ability to specify an Activity Category against an email which they Track and Set Regarding from Outlook.
Currently, upon tracking and setting regarding on an email in Outlook, an Email Activity is created against the specified Entity record (let's say an Opportunity) in CRM, which is fine. The problem is that I cannot find any way to allow the user to specify an Activity Category for that created Activity either during the Track/Set Regarding process, or even after the Activity is created in CRM.
Is what I'm trying to achieve possible and if not, is there any other way to achieve a similar result, so that users can specify some value from a set of options against an email when they track it from Outlook to CRM, so that value can then be used for reporting purposes?
Basically there is no way of adding some custom functionality to Tracking Emails from Outlook. So you cannot add anything in Outlook plugin that will allow you to perform some operation on CRM side to set the Category right.
You can always make a plugin/workflow on Email creation in CRM and based on some email properties (topic, content, recipients etc.) set this category by youself - but of course users still will be unable to change it.
When email is created in CRM, it's disabled (because it usually already has been sent), but you can still modify it using workflows and dialogs. So you can always create a Dialog (https://msdn.microsoft.com/en-us/library/gg509010.aspx) and there you can prompt for proper category and set it on the email. So I can see a scenario like that - you have a view of Emails that are not categorized (or a Queue, where you put them in a plugin when user is tracking email from outlook). You pick Email, click "Start Dialog" which will be called "Set Category" or whatever, and set the category. Of course after this operation Email will vanish from the view. You can always create a reminder for the users to set the category for their mails, this should be included in new users training etc. Without any hardcore custom coding I think that's the only thing you can do (because if you don't mind writing more complex stuff you can always prepare some custom HTML5 control on Email form that will allow you to set the category field).
I need your help: Can we set up a daily "list of report" of all reports created per day which will be sent by email or stored on a server?
Do you have any idea how I can do it?
I want to know if there is a standard feature that can do it, if not, what do you suggest as a solution.
I had a requirement, where i needed to execute a report on SQL
Reporting server and send that report excel to some vendor through
email.
I did it this way through a custom workflow,
for detail blog
Click Here
I did't write the email part of the code, but you can find here how to
send an email through smtp with a file as an attachment.
Click Here