Friday, March 18, 2016

MSCRM - Using Announcements

Did you know that there is a way to broadcast announcements and news to users in CRM? The Announcements feature can be handy if you need to alert users of specific events or if email isn't always effective. It can easily be added to a dashboard so that it's seen as soon as someone logs into CRM.

1. Create a new web resource for the announcements. The type will be Webpage (HTML).

2. In the text editor, on the Source tab add the following HTML. Be sure to save and publish your web resource changes.
<html>
     <head><meta></head>
     <body style="word-wrap: break-word;">
          <script type="text/javascript">window.location.href="/home/homepage/home_news.aspx?pagemode=iframe";</script>
     </body>

</html>
3. Create a new dashboard or edit an existing one. Add a new Web Resource component and find the one you created via the lookup.

4. That's it! When you add new announcements under Settings > Administration, they will appear on the dashboard that you created.

1 comment:

Terri Holland said...

I did not know that there is a way to broadcast announcements and news to users in CRM. Than you for informing us. Is there any chance to broadcast it to a different website? I would like to do it for our buy essay online service.