Easily Create, Schedule and Manage Alerts & Notifications in Dynamics 365 CRM

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Having a structured and organized notification system has become a basic necessity these days. Be it notifying your team about overdue payments, reminding them about monthly targets or making announcements about upcoming sales event – an effective notification system will help you with these daily activities. So, get ready to reacquaint yourselves with our popular alerts management app for Dynamics 365 CRM – Alerts4Dynamics. A Microsoft preferred app, Alerts4Dynamics is a productivity app for creating, scheduling and managing alerts and notifications for different entities in Dynamics 365 CRM.

In this webinar, you will explore the following key features of Alerts4Dynamics:

  • Types of Alerts: Create Announcement, Rule-Based, Record-Based, and Event-Based alerts.
  • Mode of Alert: Alerts can be shown as Pop-ups or Form Notifications to Dynamics 365 CRM users and also can be sent as Email to Dynamics 365 CRM users or to customers (external audiences).
  • Alert levels: Alerts can be categorized as Information, Warning, or Critical.
  • Notification Visibility Period: Define process start date from when the notifications will start getting created and process end date when the creation of new notifications will stop. Also, you can define how long the Notification would be visible if the notification is not dismissed by the user.
  • Define Audience: Alerts can be configured to be shown to a particular set of audiences as well as dynamic audiences.
  • User Preference: User is given the choice to select the mode to receive alerts i.e., through Pop-ups or Email Notifications.
  • 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.

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Inogic is a leading Microsoft Gold ISV Partner for Dynamics 365 CRM with global customer base in 50+ countries. Inogic was founded by a group of like-minded CRM experts and professionals in 2008 and presently...READ MORE