Bridging the information gap with a modern alerts and notification system for CRM

February 3 2022

Every well-organized CRM system needs strong alerts and notifications capabilities to improve user performance and reduce the chances of miscommunication and mismanagement.

Passing information to the right parties within the organization manually or through disconnected electronic means has traditionally caused process inefficiencies. Early generations of software to address this challenge were expensive, complex, ineffective, or they suffered from some combination of these problems. But the latest generation of solutions make it quite easy to keep everyone in the loop about the latest updates within a team, department, or broader organization.

For Microsoft Dynamics 365 CRM users, here are few points worth considering when selecting an alerts and notifications management app.

Alerts for different scenarios

Organizations use different types of alerts to pass on information to different set of audiences (individuals, teams or third parties). Be it notifications about overdue payments, reminders for monthly targets, or notices about upcoming events in organization, each of these types of information can be communicated by configuring different types of alerts. Announcement, rule-based, record-based, and event-based alerts are the most useful types of alerts that one should be able to use to address the situations that arise in the organization.

Different modes to send alerts

Emails, pop-ups and form notifications are typical modes for sending alerts and notifications. Apps that provide multiple modes to send alerts enhance the effectiveness and efficiency of each communication scenario.  Furthermore, a greater range of alert types also allows you to take into consideration the audience’s preferences. With a broad range of options available, each audience (individuals, teams, or third parties) should be able to receive their alerts and notifications in the right mode and in the right context.

About Sam Kumar

Inogic is a leading Dynamics 365 CRM ISV since 2007 and a Gold Partner with its exclusive focus on providing innovative apps and services on Dynamics 365 CRM and Power Platform. Its flagship product Maplytics™a 5 star rated Preferred App on Microsoft AppSource, is a market-leading maps integration app for Dynamics 365 CRM and Dataverse. Inogic is renowned for its 15 Microsoft Preferred Productivity Apps on Microsoft AppSource. Be it our latest Gamifics365- Gamification app for Dynamics 365 CRM to engage, motivate and increase user adoption, or App Integrations like MailChimp Integration, Subscription and Recurring Billing ManagementQuickBooks Integration, Auto Tax Calculator, streamlining Document Management in Dynamics 365 CRM/CE with Attach2DynamicsSharePoint Security Sync improving productivity with Click2CloneClick2ExportClick2UndoAlerts4DynamicsLead Assignment and Distribution AutomationUser Adoption Monitor or simply visual representation of data using Visualization Apps Kanban BoardMap My Relationships. Inogic has always been a hub of distinct and innovative apps for Dynamics 365 CRM / Dataverse. Contributing to the community Inogic Blogs are very popular for its regular high-quality tips and tricks on all things Dynamics 365 CRM / Power Platform. To learn more about how Inogic can help you in enhancing your Dynamics 365 CRM user experience, visit or contact

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