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Alerts / Notifications management in Dynamics 365 CRM - Alerts...

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Schedule, manage and send priority based alerts to target audience in Dynamics 365 as notifications

Add, Schedule and Manage Alerts for your Dynamics 365 CRM users to notify them with relevant updates right within their CRM. Information can be added to an individual record or a particular set of records at once to be sent as notifications to your defined Dynamics 365 CRM users. These notifications can be created and displayed indefinitely or for a defined scheduled period. Notification button is available on all entities and can be accessed from anywhere in the CRM.

Alerts4Dynamics supports both OOB and Custom entities. It is available at annual subscription for Dynamics 365 v9.x

Features

  • Types of Alerts: Create Announcement and Rule Based/Record Based alerts.
  • Alert Users: Alerts can be sent as Pop-ups, Form Notifications or Email to target Dynamics 365 CRM users.
  • Alert levels: Alerts can be categorized as Information, Warning or Critical.
  • Log of Alerts: Log of read/dismissed alerts by users can be seen.
  • Schedule Dates: Define process start date from when the notifications will start getting created and process end date when creation of new notifications will stop. Also, add the display end date for notification.
  • Define Audience: Alerts can be configured to be shown to particular set of audience.
  • Globally Accessible: View alerts from anywhere in Dynamics 365 CRM.
  • Multiple Notifications: Create multiple notifications for a single alert.
  • Multiple Language Support: Alert messages can be created in multiple languages.

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