CRM Tip of the Day Notification solution

CRM Tip of the Day Notification solution

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  • 11 Download
  • 13.39 KB File Size
  • 1 File Count
  • June 7, 2019 Create Date
  • June 7, 2019 Last Updated
  • Download

This zip includes two solutions:

  • Notification Subscriptions: a D365 solution that creates an entity called Subscription Center where users can subscribe to records that they wish to be notified about and specify what type of notifications they wish to receive (email or SMS).
  • Opportunity Notification: a Flow that runs when an opportunity record is won. Based on the subscription center records related to the won opportunity, the flow will send a text or an SMS message based on the subscribing user(s) preferences.

This is an example of how to empower users to have control over the records for which they are notified about and the method of notification that they receive. You can create relationships between subscription center and any other entity and base additional notification flows on the subscription center model.

Instructions and requirements:

This solutions requires a Twilio subscription

Unzip the file

Import the notification subscriptions solution into Dynamics 365 and publish.

Import the opportunity notification solution into Flow. Update the flow step (the last step in the Flow) to change the "from" phone number.


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CRMTipOfTheDay_Notification.zip.zipDownload 

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