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 one the leading Microsoft Gold ISV Partners with an exclusive focus on providing innovative apps and development services on Dynamics 365 CRM/Power Platform. Its flagship Dynamics 365 CRM maps integration app Maplytics™, a 5-star rated Preferred App on Microsoft AppSource, is changing the way locational intelligence is leveraged with features like Radius Search, Territory Management, Route Optimization, Auto-scheduling, et al.

Inogic is renowned for its 15+ Microsoft Preferred Co-sell ready Productivity Apps on Microsoft AppSource. From the latest WhatsApp Business integration with Dynamics 365 CRM, Document Management in Dynamics 365 CRM/CE with Attach2Dynamics and SharePoint Security Sync, Sales enablement using Lead Assignment and Distribution Automation, Alerts4Dynamics, and Business Process Checklist, improving productivity with Click2Clone, Click2Export, and Undo2Restore, user adoption and motivation with User Adoption Monitor and Gamifics365, popular Visualization Apps Kanban Board, Map My Relationships and Integrations like MailChimp Integration, Subscription & Recurring Billing Management, to QuickBooks Integration; Inogic makes your Microsoft Dynamics 365 CRM investments more meaningful.

To learn more about how Inogic can help you in enhancing your Dynamics 365 CRM/Power Platform user experience, visit or contact

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