Alerts/Notifications Management in Dynamics 365 CRM - Alerts4Dynamics
από Inogic
Schedule, Manage, and Prioritize Alerts/Notifications in Dynamics 365 for your target audience
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).
Start your 15-day FREE trial or click here for a Custom Quote tailored to your business needs!
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.
Explore Inogic’s extensive collection of 15+ powerful apps designed to maximize your Dynamics 365 CRM experience. Our app portfolio covers a wide range of categories, including geospatial, storage and document management, user adoption, SaaS management, productivity, visualization, and integration. Start your free trial today and discover how our apps can elevate your Dynamics 365 CRM usage!