Broadcast announcements to an entire organization

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

Circulate information quickly to a wide set of users at one go by using Announcements in Microsoft Dynamics 365. Announcements can also serve as message boards, where you can post topics of your interest that you wish to share, or get answers to.

Note

This feature has been deprecated and will be removed in a future major release of Dynamics 365. For more information, see Important changes (deprecations) coming.

Create an announcement

Use the Announcements page to create and broadcast an announcement.

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > System.

  3. Choose Administration > Announcements .

  4. On the command bar, choose New.

  5. Fill in the information, as required. Use the handy tooltips as a guide.

    • Title - Type a title for the announcement that clearly and unambiguously states the purpose and nature of the announcement.

    • Body - Type the text for the announcement that you want to broadcast.

      Tip

      You can copy and paste an announcement text from another application. However, formatting might be lost.

    • More Information URL - Type the address of the website that provides detailed information about the announcement. (Optional)

      Note

      A web address that does not contain "http://" is automatically expanded to a full web address. In the announcement, the web address will appear as an active external link.

    • Expiration Date - Type the date on which you want to stop the broadcast and the announcement should expire.

      Note

      You can’t edit/extend this date after expiry. Microsoft Dynamics 365 deletes the announcement after the expiration date.

  6. When you’re done, on the command bar, choose Save or Save and Close to begin the broadcast.

Broadcast an announcement

Make the announcements available to other users in your organization by using web resources and dashboards.

Create a web resource

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. In a text editor, type the following code, and save the file as “announcementsondashboard.htm”.

    <html>
    <body>
    <script type="text/javascript">window.location.href="/home/homepage/home_news.aspx?pagemode=iframe";</script>
    </body>
    </html>

  3. In Dynamics 365, go to Settings > Customization > Customize the System.

  4. Under Components, choose Web Resources > New.

  5. Type the name as “announcements” and display name as “Announcements”.

  6. In the Type drop-down list, select Web Page (HTML).

  7. In the Upload File box, choose Browse and select the “announcementsondashboard.htm” file that you created earlier.

  8. Choose Save.

  9. Add this new web resource to any existing or new dashboard.

    More information:   eBook: Create or customize CRM system dashboards

See Also

MSDN: Understand dashboards: Dashboard components and FormXML