Send an alert email when someone post on the Dynamics 365 Activities

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Posted on by Sumayya

I am using Dynamics 365, and my team mates would like to receive a notification via email, if someone has posted anything in the "Post" section of Activities entity. Is this possible through flow?

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Building flows

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v-yamao-msft Microsoft Employee on at

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Hi @Sumayya,

Do you want to send out a notification email when a record is created in Activities entity?

Please use the trigger When a record is created, select Activities for the Entity Name field. Then send an email, fill in the To field with an email address.

Please take the following screenshot for a reference and try with it on your side.

Best regards,

Mabel Mao

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Sumayya 2 on at

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Hi, Thanks for your reply.

I want to receive an email notification when a Post is created. Post is a sub set of Activities entities - and I dont know how to generate a notification when a post is made by any one.

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Marian Buruiana 5 on at

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it work's fain!

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Inogic 1,265 Moderator on at

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Yes, you can send alert emails when someone posts in the "Post" section of the Activities entity using Alerts4Dynamics. This productivity app allows you to create, schedule, and manage alerts and notifications for various entities in Dynamics 365 CRM. Specifically, you can use Alerts4Dynamics to set up custom post notifications with the delivery preference set to email. This feature lets you tag users from the post section on the timeline and ensures they receive notifications via email whenever a new post is made. This way, your team will stay informed in real-time through email alerts, enhancing communication and productivity.

With Alerts4Dynamics, you can:

Create alerts/notifications for OOB and Custom entities in CRM.

Create Multiple types of alerts: Announcement, event-based, rule-based, and record-based alerts.

Create engaging alert messages with rich text formatting, links, and images for more descriptive notifications.

Receive or send unread, read-not-dismissed, or all notifications in the form of email digests on a daily, weekly, or monthly basis via emails to other users.

Create custom post messages and tag users on the timeline to deliver these messages as notifications to tagged users.

Display alerts through multiple modes: Pop-ups, form bar notifications, form dailog notifications, or email.

Quickly find specific Alerts, Announcements, and Notifications by using the search bar on the alert panel.

Categorize alerts based on their level of importance: information, warning, or critical.

In conclusion, Alerts4Dynamics is ideal for sending email notifications when posts are made in Dynamics 365’s "Post" section. It allows you to set up custom email alerts, tag users, and choose from various notification modes. With features like rich text formatting, multiple alert types, and categorization, Alerts4Dynamics enhances communication and productivity within Dynamics 365.

To learn more about the app and how it can help with your functional needs, feel free to mail us at crm@inogic.com.

If you are interested in testing the solution for your needs, then you should consider checking out our app for a 15-day free trial from our website or Microsoft AppSource.

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