Real-Time Sales Notifications in CRM
Notify users through Email, Pop-Ups and Form Notifications with Alerts4Dynamics
Delivered Happiness Globally!
What's Alerts4Dynamics?
Alerts4Dynamics by Inogic is a sales alert management app for Microsoft Dynamics 365 CRM that streamlines updates and speeds up response time. It lets you create, schedule, and manage notifications for any CRM entity (OOB or Custom), ensuring timely and targeted updates directly in the CRM. The app supports multilingual alerts, allows custom notifications based on specific rules, and offers flexible settings for individual or group records. This boosts sales productivity, reduces delays, and enhances data confidentiality, making it an essential tool for alert and notification management in Dynamics 365 CRM.
Recent Updates
Receive notifications as email digests on a daily, weekly, or monthly basis.
Create custom post messages on the timeline and tag users to deliver notifications directly to them.
Users can quickly search for desired notifications using the Search tab on the alert panel.
Easily snooze & reschedule CRM alerts in Alerts4Dynamics with the new Snooze Notification feature.
Information Vault
Benefits of using Alerts4Dynamics
Instant lead and opportunity alerts help sales reps prioritize deals and close faster.
Real-time case alerts enable support teams to resolve issues quickly and boost satisfaction.
Scheduled notifications ensure timely approval of purchase orders and task assignments.
Multilingual alerts ensure clear communication and better collaboration in a global team.
Supported On
Dynamics 365 CRM
Online | Dataverse
Features
Here’s How You Can Manage Real-Time Alerts in CRM
Utilize Diverse Alert Types
The app offers a range of In-App alerts to keep you informed. Announcement Alerts allow you to broadcast updates across your organization, ensuring everyone stays aligned with key information. Record-Based Alerts highlight critical updates specific to each record. Rule-Based Alerts trigger alerts based on predefined conditions tailored to your business needs. Event-Based Alerts activate in response to specific events in CRM, enabling prompt action for ongoing activities.
Leverage Flexible Alert Modes
Customize how and where alerts are delivered to ensure timely responses. Use Pop-ups and Form Notifications for immediate visibility in CRM. Email Notifications can be sent to both internal users and external contacts, like clients, ensuring important updates reach their intended recipients. Additionally, User Preferences enable personalized alert delivery, allowing users to choose their preferred notification method.
Prioritize with Customizable Alert Levels
Manage urgency effectively by categorizing alerts into three levels: Information, for general updates that are useful but not urgent; Warning, for significant updates that require attention but are not critical; and Critical, for urgent notifications that demand immediate action. This prioritization helps you address the most pressing issues promptly and maintain effective relationship management.
More Features
Post Notification
Keep your team in sync by tagging members directly in CRM records with important updates, ensuring nothing is missed.
Email Digest Workflow
Stay on top of what matters with personalized email digests that summarize key updates daily, weekly, or monthly.
Alert Audience
Alerts4Dynamics allows users to define the audience for an alert, whom to show an alert, and whom to skip. This increases data confidentiality.
Message Rich Text
Enhance user engagement by creating visually appealing alerts with rich text formatting, embedded links, and images. Deliver clear and interactive notifications that capture attention.
Search Notifications
Save time with the search bar in the alert panel, allowing users to locate specific alerts, announcements, or notifications in seconds.
Alert User Preference
Empower users with the flexibility to choose how they receive alerts—via pop-ups or email notifications—ensuring they stay updated in their preferred way.
A Guide to Enhancing Sales Efficiency with Real-Time Sales Alerts in Microsoft Dynamics 365 CRM
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What Our Customers Are Saying?
Our Blogs
Dynamics 365 Sales Alerts: Native Notifications vs. Alerts4Dynamics – Which one is Right for You?
For an effective sales process, it is crucial to be up-to-date with important sales events. By staying abreast of these crucial moments, you gain a vital edge…
Create custom push alerts and notifications using Alerts4Dynamics in your Dynamics 365 for phones app
With mobile CRM solutions like Dynamic 365 for phones, salespeople can access customer data…
Easy Steps to Set Up Email Notifications and Never Miss an Alert in Dynamics 365
For managers, keeping track of crucial CRM alerts and notifications is vital for smooth operations and timely decisions. However, with the constant flow…
Frequently Asked Questions
Yes, the alerts and notifications created through Alerts4Dynamics can be seen from anywhere in Dynamics 365 CRM with the help of Notifications button on the ribbon bar.
Yes, in Alerts4Dynamics, user can use all three modes (Pop-ups, Email & Form Notification) at once to send alerts.
You can set up alerts in Dynamics 365 by enabling native In-App Notifications within CRM. Additionally, you can create more personalized alerts tailored to your business needs using the Alerts4Dynamics app. This allows you to format alerts with rich text, links, and multimedia, and send them to a defined audience via your preferred alert modes.
Dynamics 365 CRM supports native In-App Toast notifications for basic alerts, such as CRM record creation. However, for more advanced alerting needs, you can use Alerts4Dynamics to set up customized notifications tailored to your business requirements.
With Alerts4Dynamics, you can create Record-Based Alerts for critical record updates, Rule-Based Alerts triggered by predefined conditions, Event-Based Alerts activated by specific CRM events, and Announcement Alerts for global messages across CRM. This ensures timely communication and enhances CRM notifications for better user engagement.
With the Alerts4Dynamics app, you can create fully customized alerts based on conditions, triggers, and multiple delivery options. For example, you can set alerts for specific CRM events, such as invoices exceeding $1,000 being paid, opportunities won, or new leads entering the system. The app also supports alerts for both OOB and custom CRM entities—without requiring additional plugins for custom entities.
Reach out to us today to know more!
