I am developing an asp.net mvc application in which deliver some services to my customers. Every customer has a profile and in that profile there's is a field with customer's birthday date. I want my application to automatically be notified about my customer birthday and by ruining some action, sends him/her 'Happy Birthday' Message.
How could it be possible ?
Generally you'd have a database scheduled task to scan your users' profiles (users table) for anyone that has a birthday in the day the scanning process is running.
Select the users that match the query and use a custom class/method to send them a birthday message using .NET mail capabilities.
For more ideas, take a look at: Send emails in background job/scheduled task in asp.net mvc 3
Related
I am trying to build a power automate solution to overcome one of the problem in my project.
I need a flow which sends email to list users who haven't finished the task with an option to ask if they have completed the task or not. If user says yes then it should record the response with a proof of the task completion (screenshot of the task).
If user says no, then Friday it should send 2 reminder emails and on Monday it should send email every 2 hr until they complete the task, meaning they should select Yes with screenshot as attachment.
How can I achieve this?
I was able to achieve it as below
Create SharePoint list of all users
Create a Microsoft form with questions about whether they completed task and screenshot of same
Create Automated Flow to send reminder email at scheduled time with the link to form
Once user clicks the link in the email it will redirect the form.
After user submits the form it updates the SharePoint List that user has completed the task.
Recurring reminder to whom have not completed by reading SharePoint list
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 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?
I'm new to Dynamics CRM.
I want to send email to the client everyday at 7 PM. Also I want to create report in the email, showing sum of value of records created on current date.
What we need to do for daily schedule, WF or Task? How to schedule?
How can I get the condition to find the records created on current date and sum the value field of all the records?
Console application + Task scheduler is the combo we use for sending reminders/report summary.
Console app will do all the business logic/record filtering using QueryExpression or FetchXML & CRM Email Activity can be created to send out. Windows Task Scheduler can be configured to run on desired window.
If you designed the workflow already, you can still use the QE to filter records & call ExecuteWorkflowRequest message to invoke from Console app.
If a customer schedules a service activity using my web application and I want to send them an automated confirmation email, it seems I have two options:
Have the workflow create and send a new email message. On this view (see below), you can use fields from related entities on the service activity (e.g. the customer's first name).
Have the workflow use an email template. It seems that email templates do not allow you to access fields from a related entity, like first name, so the only option here is to address the customer by their FULL name.
Are there any solutions that I missed, or am I stuck with the first option if I want to address the customer in a personal, natural way on this automated email?
Unfortunatly, the CRM is pretty limited on that aspect. The best workaround is to add the firstname to the Service Activity entity. May suit you or not. Otherwise, it is achievable through a the SDK, but that's much more complicated if you don't already use it.