Views:
Applies to Product - Microsoft Dataverse

What’s happening?
Customers are experiencing issues with in-app notifications not functioning as expected in their environment.

Reason:
The underlying cause appears to be related to security permissions associated with the in-app notification feature, particularly the "Post Configuration" security permission, which is critical for enabling the functionality.

Resolution:
To resolve this, the following steps should be taken:
- Ensure that the security roles assigned to users include the necessary permissions: - User (systemuser) - OrganizationAccount (account) - UserContact (contact) - UserCase (incident) - UserPost Configuration (msdyn_postconfig)
- Share permissions on the parent entity of Notes (e.g., Share on Account, Contact, Case) to give the tagged person access to the record.
- Verify that the "Post Configuration" security permission is set to either "None" or "Organization," as there is no "User" option available.
- Test the functionality with users assigned the "Basic User," "Customer Service app access," and "Customer Service Representative" roles, as well as any custom roles that may be in use. - If issues persist, consider testing in a different environment or with a custom app or entity to isolate the problem further.