every time we deliver a project (approx. 10 times /week) to a client we would like to conduct a survey.
This survey is always the same - so instead of creating 10 new surveys pr. week - we would like to create 1 permanent survey - and invite(using the API) the client to respond to this survey every time we finish a project.
Is this possible ?
You can use the send flow API to attach a new email collector and send a link to the survey out.
https://developer.surveymonkey.com/mashery/send_flow
Related
I am quite new on power automate tool (started today) and I have a task that I am trying to accomplish but I can't because I don't have so much experience on that so I will describe below:
1 - I need to send recurring emails every friday 8am with an attachement for some email adressess
ps: this part I have already done as you can see on the link
Click here
2 - After 72 hours(monday 8am) the people that didn't reply would receive another e-mail asking for the answer.
Can you people from the community help em with that ?
Thanks all and have a nice day :grinning_face_with_big_eyes:
To do this automatically would require that the response is stored somewhere that can be accessed by Power Automate, then write another timed flow which filters for the response (or lack of it).
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 am building an app in laravel where I send a mail notification to all users once a new channel I create. So far I am using
$users=User::all();
\Illuminate\Support\Facades\Notification::send($users,new NewChannel($channel));
To send a notification to all users. Is there any package or way that would make the process faster? It is already taking years just with 5 users
You can look into queues to make the request more responsive, though it will take the same time to process the mails but it will happen in background. Another approach would be to use a third party service like sendGrid to take away the processing from your end.
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.
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.