Post Notification Configuration
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With the Post feature, you can create and deliver custom post messages to users by tagging them directly from the CRM record form.
Follow the below steps to enable the post feature:
Go to Advanced Settings -> Activity Feeds Configuration.
Select “Post Configurations” in the system view.
Select your desired entity to enable the post feature for that specific entity. Here we will select the ‘Contact’ entity.
Make sure you are using the same CRM instance in PowerApps that you are using in your CRM.
CRM:
Powerapps:
Go to ‘Tables’.
Select ‘Contact’.
Select ‘Forms’.
Select main ‘Contact’ form.
Select the ‘Timeline’ section.
Select ‘Posts’.
Under the posts section, choose ‘Enable User Posts’.
Click ‘Save and Publish’ to publish changes.
Once you have successfully configured the post-notification feature for your desired entity, you need to set up a workflow in CRM to trigger post-notifications for your specific needs.
For example, here we will create a workflow for triggering post notifications when a single user is tagged with a custom post message on the timeline of the contact record form.
Follow the steps below to configure the workflow:
Navigate to Advanced Settings -> Processes.
Click on ‘New’.
Process Name: Enter a desired process name.
Category: Select ‘Workflow’.
Entity: Select ‘Post’.
Click ‘OK’.
Click on ‘Add Step’ and select ‘Create Record’.
Select ‘Notification Request’.
Click on ‘Set Properties’.
Fill in the following details:
Name: Enter a Desired Name.
Pop Up: Set it to ‘Yes’.
Form Notification: Set it to ‘Yes’.
Is Dismissible: Set it to ‘Yes’.
Display As: Set it to ‘Dialog’.
Alert Level: Set it to ‘Information’.
Select ‘Regarding (Contact)’ and ‘Contact’ from the ‘Look for’ field.
Click on ‘Add’ button and then ‘OK’ to add it to the Regarding field.
Select ‘Regarding (Contact)’ from the ‘Look for’ field.
Select ‘Record URL (Dynamic)’.
Click on the ‘Add’ button and then ‘OK’ to add it to the ‘Notification Associated With’ field.
Now to fill out the ‘Current Record URL’ field, go to the Look for field and select ‘Post’ entity.
And then select ‘Record URL (Dynamic)’.
Click on the ‘Add’ button and then ‘OK’ to add selected options in the ‘Current Record Url’ field.
Click on ‘Save and Close’.
Now Save and Activate the workflow.
Once you have successfully enabled the post feature for the Contact entity, visit - to add the post section to the timeline of the contact record form.
You can see the result of the above configuration .
