In this post, we will explore what are Event-Based Alerts and how will you benefit from them?
By using Alerts4Dynamics, you will get a provision to create and send an alert with respect to any event that happens in Dynamics 365 CRM. For example, sending an alert about the receipt of overdue payment, notifying or alerting your team members about the creation of a new record of a particular entity or about winning an Opportunity and so on. You can now duly notify all these events to respective Dynamics 365 CRM users with the help of Event-Based Alerts.
Let’s consider a scenario where you want to send alerts to your team members once a new Account is created. For this, the first step is to ‘Enable Entity Configuration’ for the ‘Account’ entity. Next, you have to create a workflow where you will define the alert audiences. Eventually, post successful activation of the workflow, an alert will be sent in the selected form; Pop-ups, Email or Form notification when a new account is created. This means you can keep your team members updated about new records created in the Account entity through regular alerts which will be automatically sent to them with the help of the Event-Based workflow.
Another interesting factor about Event-Based Alerts is that you can configure alerts where the entity on which the notification to be shown is different from the entity where the workflow is triggered. Further, you can also send alerts and notifications to audiences of related records which are in ‘One to Many’, ‘Many to One’ or ‘Many to Many’ relationships.
For example, you want to show notifications and send emails to the multiple contacts associated with an overdue invoice once it gets paid. Here, the workflow will be created for Invoice and the notification will be shown on related Account and further the email notification will be sent to all the contacts that are associated with the Account. So, all you have to do is to create a workflow that will trigger when the status of the record (Invoice) is changed, select alert level and mode of alert, select Record URL of Account entity, select the respective audiences to whom the email alert will be sent, type relevant message for the audience and finally activate the workflow.
Now, an alert will be displayed on the Account when the invoice is paid and its status is updated.
And side-by-side, an email will be sent out to all the contacts that are associated with this Account informing about the receipt of payment.
Amazing, isn’t it?
For a quick personal demo or to explore your specific alerts requirement, feel free to contact us at [email protected]
Until then – Stay Safe, Stay Healthy!
And remain Alert!