Create Notification Query

This guide will walk you through creating your first Notification Query. A Pre-requisite to this guide is “Creating a Query for a Notification” which will assist in getting the Fetch XML Query required to let CRM know which records should show the Notification.

In Advanced Find, select Notification Queries and click Results

Click New Notification Query

Enter the Notification data

You should enter a descriptive name, select the notification type which will designate the icon, enter the text that should be displayed, and choose the Entity in CRM this Notification is for.

The last field is the Query. To get this you can use the Advanced Find or the XrmToolbox.

Save the record