Webinar: How CRM Alerts Improve Sales and Customer Service!

By | June 19, 2025

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Tired of Missing Important CRM Updates?

If you’re using Dynamics 365 CRM, chances are you’ve experienced the frustration of missing critical updates, overdue tasks, or client follow-ups.

Let’s be honest—relying on manual reminders or digging through dashboards isn’t the most efficient way to stay on top of things.

The Problem:

While working with Dynamics 365 CRM, every second matters. But many users struggle with:

  • Forgetting key deadlines or approvals
  • Not getting notified about important changes in real-time
  • Losing valuable time jumping between modules to monitor record statuses
  • No easy way to send alerts across teams, users, or customers

Sounds familiar?

You’re not alone.

The Solution: Alerts4Dynamics

Alerts4Dynamics by Inogic is an app built to simplify life inside Dynamics 365 CRM. It helps you create and manage alerts, reminders, email digest workflow, announcements, and snooze notifications, all within your Dynamics 365 CRM interface.

With Alerts4Dynamics, you can:

✅ Get instant pop-ups, emails, or form notifications for any CRM record
✅ Automate alerts based on conditions you set—no coding needed
✅ Send messages to specific users, teams, or even customers
✅ Set up automated recurring alerts to ensure every important update is always on your radar.

It’s like having a smart assistant inside your CRM—keeping you and your team informed and efficient.

Want to see how?

Join our upcoming webinar to discover how Alerts4Dynamics can simplify your Dynamics 365 CRM experience – one smart alert at a time!

Webinar: How CRM Alerts Improve Sales and Customer Service!

Register Now!!

Date: Wednesday, June 25th, 2025

12 PM AEST | 11 AM CET | 11 AM EDT

Why Attend Our Webinar?

We understand that getting started with new tools requires both time and a clear understanding. That’s why we’re hosting a free, live webinar to show you exactly how Alerts4Dynamics works, with real-world Dynamics 365 notifications and use cases.

You’ll learn how to:

  • Create and configure Dynamics 365 alerts quickly with minimal effort
  • Customize Dynamics 365 notifications for different departments
  • Avoid missed opportunities with proactive communication
  • Improve productivity without extra effort

Whether you’re in Sales, Service, Marketing, or Admin, Alerts4Dynamics can be the difference between chaos and control in your CRM routine.

Top Highlights of Alerts4Dynamics for Microsoft Dynamics 365 CRM

  • Multiple Alert Types: Display alerts as pop-ups, form notifications, or email messages based on your business need.
  • Flexible Alert Modes: Choose from Information, Warning, or Critical alerts to communicate urgency clearly.
  • Targeted Notifications: Send alerts to specific users, teams, roles, or all users in the organization.
  • Multi-Record Alerts: Create a single alert that applies to multiple CRM records—save time and avoid repetition.
  • Record-Based Alerts: Trigger alerts based on conditions (e.g., overdue status, specific field values, etc.).
  • Global Announcements: Share organization-wide announcements like policy updates, system downtime, or event notices.
  • Time-Based Alerts/Snooze Notification: Schedule alerts to be triggered on specific dates or times—one-time or recurring.
  • Multi-Language Support: Create alerts in multiple languages to match user preferences and regional settings.
  • User Dismiss Option: Allow users to dismiss alerts once read—great for personalizing the alert experience.
  • Alert History Tracking: Maintain a record of all alerts viewed or dismissed by users for compliance and auditing.
  • Customizable Design: Tailor alert layout, colors, and icon styles to align with your brand or priority levels.

🚨 Don’t let missed alerts slow you down!

Secure your spot—register today!

⏳ Tight on time for the live session?

No worries! Just register and we’ll send you the webinar recording to watch at your convenience.

✨ Curious to test it out first?

Grab your free 15-day trial from Microsoft AppSource or directly from our website and experience the power of Alerts4Dynamics firsthand.

📘 Want to dive deeper into the features?

Explore our comprehensive online help guide for detailed insights, or connect with our experts at crm@inogic.com for a personalized demo.

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About Sam Kumar

Sam Kumar is the Vice President of Marketing at Inogic, a Microsoft Gold ISV Partner renowned for its innovative apps for Dynamics 365 CRM and Power Apps. With a rich history in Dynamics 365 and Power Platform development, Sam leads a team of certified CRM developers dedicated to pioneering cutting-edge technologies with Copilot and Azure AI the latest additions. Passionate about transforming the CRM industry, Sam’s insights and leadership drive Inogic’s mission to change the “Dynamics” of CRM.