In customer-centric organizations, Dynamics 365 plays a key role in planning a robust strategy. All the verticals of an organization use Dynamics 365 for different purposes and report to their team managers accordingly. The manager is responsible for keeping their teams informed, motivated and driven to maximize the output.
As members of a team might be at different locations, it is not feasible for managers to meet every team member individually or to transfer knowledge personally. Writing emails for every little detail is an option, but not the optimized solution. Since Dynamics 365 CRM allows the team members different levels of access as per their roles, it would be an optimum solution if the managers could pass on instructions to their team, right within the CRM.
This is where Alerts come into picture, they are a great way to guide the team members even when they are at distant locations and also track if all the members have received the Notification. Let’s delve deep and find out why creating alerts should be a must-have in your business strategy:
- Keeping your team informed: For Sales, Service and Marketing teams, constant updates are usually on the go and the manager needs to be proactive to keep their team informed. For e.g., let’s say a prospect wants to revisit an offer and thus there is a requirement to reactivate a Quote or another Lead that was in touch with the manager, needs to be qualified, or, the Service Request of a premium client is raised that needs to be attended at the earliest. Here, manager can create Alerts (Notifications) for their team in the CRM and guide them in appropriate direction. Thus the team doesn’t need to switch to email for every nitty-gritty detail.
- Quick Interaction: With the help of Alerts, managers can quickly notify their teams with what needs to be done based on target audience in Dynamics CRM. Target audience can be a single user, a group of users or at organizational level.
- : Managers and Administrators can create Alerts for all the user in an organization in case some information needs to be passed on at a global level. For instance, if there is a hurricane alert in the city, an announcement alerts all the users that they need to be safe and take preventive measures.
- Conditional Alerts: If Alerts are defined for only those records that satisfy a certain condition, it helps the manager to create messages only for target records and not redundantly.
- Display Alerts in multiple ways: The best option to notify users would be to create an Alert and associate multiple messages as per requirement or audience for these Alerts in the CRM. These Alert Notifications can be displayed in Dynamics 365 as well as sent to the users as an email. This also ensures a backup copy of the Alert messages is saved.
- Define duration of Alerts and Notifications: It is crucial that Alerts be scheduled at right time so that it yields maximum impact. A Sales or Service Alert needs to be attended immediately to keep the reputation and ROI high.
- Guide New Team Members: New team members can be sent notifications so that they don’t miss any Sales or Service follow-up and learn the work process at the earliest.
What can be the evident changes seen in business after using Alerts:
- Lesser Confusion: Since creating Alerts in Dynamics 365 drives the team in a guided direction, they are able to perform better and deliver maximum output for their teams.
- Task Management: With Alerts4Dynamics, tasks can be assigned to a particular user or set of users by defining target audience and thus, a lot of time spent on managing meetings is saved.
- Information Management: With Alert log in the CRM, manager can always track what all information they have passed on to their teams and what is remaining and plan accordingly.
- Priority-based tasks: Alerts can be defined on levels set as Information, Warning or Critical. This helps the team to plan the precedence of tasks and attend to most crucial ones first.
- Evident Spike Up in ROI: It is proven by practical usage that Alerts allow users to stay informed and have more confidence in their performance. With quick response and better clarity of their job, they can contribute to an increased ROI of their organization.
Thus you have seen why creating and managing Alerts can be a smart investment for you and should be a must in your strategy. It’s short-term and long-term goals are astounding and reduce a lot of haywire approach in managing business.
in an application for Dynamics 365 CRM to create, schedule and manage Alerts and Notifications. Managers and Administrators can create Announcements, and Alerts for individual records or records satisfying a certain condition and track the users who read or dismiss these Alerts. Managers can notify their target audience about Alerts with Pop-Ups, Form Notifications and Emails.
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