Overview of new-age Alerts and Notifications within Microsoft Dynamics 365 CRM

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Alerts and Notifications within Microsoft Dynamics 365 CRM

We all know that having the right information at the right is of utmost importance, especially while making business deals. But a minor inefficiency while passing on the right information may result in the loss of major deals and potential customers.

So, now the question is - what measures can be taken to avoid such circumstances from happening?

And the answer is quite simple!

By adopting a robust notification system, you can easily eliminate the miscommunication and mismanagement that takes place when traditional methods are used for passing information within the organization.

And Alerts4Dynamics is one such popular app that is custom made for Microsoft Dynamics 365 CRM users.

As a Preferred App on Microsoft AppSource, Alerts4Dynamics enables CRM users to create, schedule, and manage alerts and notifications for different entities within Dynamics 365 CRM.

But what does this app do? Let’s find out!

Alerts4Dynamics ensures that you have an effective notification system within your CRM environment by granting you the following abilities:

Devise distinct Alerts for diverse scenarios

By using Alerts4Dynamics, you can devise Announcement, rule-based, record-based, and event-based alerts to address the various situation that arises in your organization. Whether it is for notifying the credit limit of the customer, the announcement of an upcoming sales event, or reminder for renewals; all these updates can be easily notified to the respective audiences (team member, department, or whole organization) through the use of these distinct alerts. Forgoing the manual process, you can schedule alerts that will be automatically sent to respective audiences at regular intervals.

Assists in sending Alerts using multiple modes

The effectiveness and efficiency of alerts are enhanced through the mode in which they are sent. Here, Alerts4Dynamics provides you the ability to send alerts through three distinct modes - Emails, Pop,-ups and Form notifications. Further, your audiences (team members or third parties) also have the privilege to choose the mode in which they want to receive the alerts from you.  And because of these broader options, you can set up alerts and ensure that the information is automatically passed on at the right time and in the right context.

Classify Alerts into different levels

Alerts4Dynamics gives you the provision to classify alerts into different levels of urgency like Information, Warning, and Critical. By classifying alerts into different levels, the recipients or audiences are better able to understand the nature of an alert before reading or dismissing it. In this way, they can prioritize the numerous notifications received during the day and take appropriate action depending upon the level of alert.

Supervise Read/Dismissed Alerts

Effective communication is a two-way process. It requires active participation from both parties i.e. sender and receiver. It is the same case when you send alerts to your respective audiences. The communication loop only closes when the notifications are read by your respective audiences. With Alerts4Dynamics, you can easily keep track of whether the notifications have been read by the audiences or not. And based on this information you will be free to take any required action to ensure everyone is up-to-date about the latest developments in your organization.

So, what say? Isn’t this an apt app for sending alerts and notifications within Dynamics 365 CRM?

If yes, then learn more about this amazing alert management app from this video or you can download Alerts4Dynamics from our website or Microsoft AppSource for a trial period of 15 days to gain first-hand experience of these interesting features.

For any further details related to Dynamics 365 CRM alert management, feel free to contact us at crm@inogic.com.

Stay Alert, Stay Smart!

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