Alerts/Notifications Management in Dynamics 365 CRM - Alerts4Dynamics

Alerts4Dynamics is a comprehensive notification and alert management solution for Microsoft Dynamics 365 CRM. It empowers users to create, schedule, and manage timely notifications across both out-of-the-box and custom entities, enabling seamless communication and faster response times within your CRM environment.

With support for multilingual alerts, configurable pop-up notifications, custom alerts, and email notifications, Alerts4Dynamics ensures critical updates are delivered directly within Dynamics 365 - whether to an individual user or targeted user groups. Easily configure alerts for single or multiple records, define visibility rules, and choose between persistent or time-bound notifications to keep your team informed and responsive.

Alerts4Dynamics supports the following deployment models - On-Premises and Online. It is also available for Microsoft Dynamics CRM 9.x and above, and Dataverse (Power Apps).

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To learn more about Alerts4Dynamics, visit our website, online docs, or video library. Reach out to us at crm@inogic.com for a full demo from our experts.

Features

• Entity Support: Create and manage Dynamics 365 CRM alerts for both out-of-the-box as well as Custom Entities.
• Types of Alerts: Create Announcement, Rule-Based, Record-Based, and Event-Based alerts.
• Alert Modes: Alerts can be shown as Pop-ups or Form Notifications to CRM users and can also be sent as Email alerts to Dynamics 365 CRM users or customers (external audiences).
• Alert levels: Alerts can be categorized as Information, Warning, or Critical.
• Log of Alerts: View log of ‘Read/Dismissed’ alerts by users.
• Notification Visibility Period: Define the start and end dates for when new notifications will be created. You can also specify how long each notification will be visible.
• Globally Accessible: View alerts and notifications in Dynamics 365 CRM from anywhere.
• Multiple Notifications: Create multiple Dynamics 365 CRM notification for a single alert.
• Multiple Language Support: Alert messages can be created in multiple languages.
• User Preference: User is given the choice to select the mode to receive alerts, i.e., through Pop-ups or Email Notifications.
• Define audience: An alert can be configured to be shown to specific users, teams, or security roles.
• Dismissible/Non-Dismissible Alerts: Provision to configure the alerts as dismissible or non-dismissible.
• Auto-dismissible Alerts: Provision to configure the alerts as auto-dismissible/non-auto dismissible.
• Search Notifications: Users can quickly search for desired notifications on the alert panel by using notification search bar.
• Message Rich Text: Create engaging messages with message-rich text feature to make notifications more descriptive and interactive.
• Email Digest Workflow: Allows users to receive Dynamics 365 alerts (unread, read, or all) via email directly in their Outlook inbox daily, weekly, or monthly, streamlining compliance and ensuring important updates aren’t missed!
• Post Notifications: Create custom post messages and tag users on the record timeline to send notifications directly to them, ensuring important updates are seen!
• Snooze Notification: Temporarily snooze pop-up alerts with preset or custom times, keeping CRM panel clutter-free without missing critical notifications.

Explore our Alerts4Dynamics eBook to enhance sales communication with real-time alerts in Dynamics 365 CRM.

Recommended Companion App for Automation:

• WhatsApp4Dynamics: Automatically create records from WhatsApp messages and send WhatsApp notifications from Dynamics 365 CRM based on events like order confirmations, appointment reminders, and more.

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