Smart Alerts is a meticulously developed Dynamics 365/CRM plugin that enables Dynamics 365/CRM users to add and manage alerts for different entities in the CRM. Once our Microsoft Dynamics 365/CRM Alerts plugin is integrated, CRM users can add critical data/information to individual records. Thereafter, every time the connected CRM users access a particular record, they will receive a pop-up alert. Users can cascade alerts of related entities, configure plugin in any CRM supported language, get an email and set event or criteria based alerts.

Note: If you have an Offline (On-Premises) Integration, you would need to visit Appjetty (a Biztech venture) for trial.

Product Features

Create and View Bulk Alerts instantly
Global notification support to keep you updated in real-time

Add multiple alerts to individual CRM record

Add start/expiration date for all alerts

Reactivate the deactivated alerts when needed

Add alerts on any CRM record type

Get immediate alert pop-ups on accessing the record

Differentiate the type of alert through alert type

Find the historical context of deactivated alerts

Configure alerts that work with all CRM entities including Custom entities

Configure alerts compatible with CRM’s language

Set user roles as User and Manager for advance alert management

Expand alert scope for related entity records

Set Criteria alert to get notified given condition fulfillment

Get Criteria email in real-time

Seamless integration with Twilio API for SMS alerts

Select Users while enabling CRM alerts

Alerts tracking to understand the effectiveness of the particular change

Receive change based alerts and notifications created based on CRM workflow

Now works with your mobile devices
Dynamic date and time format similar to CRM date and time format

Note: Visit AppJetty (a Biztech venture) for more info.

Smart Alerts

avtor: Biztech Consulting & Solutions