CRM Alerts

Customize your own alerts You can set up the content of the alert to what makes most sense to you. Why not add a phone number link to quickly call from the notification or use the link and the built in web browser to push out web links. We even support deep linking into the Microsoft Dynamics 365 mobile app. Take notes and respond When you receive a push notification, you can choose to respond to it either with a simple "Done", or with your approval decision if configured. With the response you can include a comment that will be sent back to CRM. Schedule your follow up From within CRM Alerts you can even schedule your next follow up activity in response to the alert. Use this when you have called the customer from the alert and agreed on a day for your next meeting. We offer two subscription levels for CRM alerts depending on your specific needs. Our basic subscription gives you 100 alerts monthly while our premium subscription gives you unlimited alerts. The subscription is auto-renewing unless canceled and runs monthly.