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Alerts4Dynamics

Notify users through Email, Pop-Ups and Form Notifications

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Alerts / Notifications Management within Dynamics 365 CRM - Alerts4Dynamics

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Why Alerts4Dynamics?

Businesses grappling with the limitations of conventional communication channels within Dynamics 365 CRM face challenges in receiving timely and targeted notifications for crucial sales activities. Traditional methods often lead to delays and inefficiencies in alerting teams about new leads, accepted quotes, or upcoming meetings. This communication gap can hinder sales effectiveness and compromise data confidentiality. The need of the hour is comprehensive Dynamics 365 CRM alert and notification management tools. That can ensure timely and targeted delivery of sales alerts directly within CRM, thereby enhancing overall sales productivity and data security.

Overview

Alerts4Dynamics is a productivity app for creating, scheduling and managing alerts and notifications for different entities in Dynamics 365 CRM. It lets you notify your target audience right within the CRM. You can create multiple messages for a single alert in different languages. And also, define alerts for an individual record or set of records based on rules which can be displayed as notifications indefinitely or for a certain period. These notifications can be accessed from anywhere in the Dynamics 365 CRM.

Recent Updates

Benefits

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Available on

Dynamics 365 CRM

On-Premises and Online
Dataverse

Features

Multiple Alert Types

With the help of Alerts4Dynamics, users can create and manage four different types of alerts viz. announcement, rule-based, record-based, and event-based alerts. Record Based alerts are created for individual records, Rule Based alerts are designed for specific conditions and are further categorized as Simple and Advanced Alerts, Announcements are created at the organization level and are independent alerts that can be viewed from anywhere in the Dynamics CRM, and Event Based Alerts give users the ability to show an alert for any event that happens in the Dynamics 365 CRM.

Mode of Alerts

With the help of Alerts4Dynamics, alerts can be viewed as pop-ups, form notifications, or can be sent as email notification to your Dynamics 365 CRM Users as well as to external audiences i.e., customers. Suppose users want to send alerts to clients in the form of emails, then they can easily do so by setting the mode of alert as ‘Email Notification’. In addition to that, with ‘User Preference’ one can send an alert to the users based on the preferences they have set as a mode to receive an alert.

Alert Levels

Users can categorize the alert levels as Information, Warning, or Critical while configuring the alerts using Alerts4Dynamics. Depending on the urgency of the alerts, users will be able to prioritize their alerts so that the receiver can understand the importance of the alerts.

Multiple Languages

‘Multiple Languages’ feature of Alerts4Dynamics helps users to create an alert message in various languages. So, only those users having the respective language enabled as their CRM’s UI language would be able to see an alert notification created in that specific language.

View Logs of Alerts

Alerts4Dynamics allows the manager/admin to view the log of read/dismissed notifications by users. If the managers want to know whether a user have read the notification or dismissed it, they can simply do so by accessing the log of the notifications.

Alerts4Dynamics

A Guide to Enhancing Sales Efficiency with Real-Time Sales Alerts in Microsoft Dynamics 365 CRM

More Features

Entity Support

Alerts4Dynamics lets users create/manage alerts for entities (OOB and Custom) in Dynamics 365 CRM.

View Alerts

Alerts4Dynamics allows users to access alerts from anywhere in Microsoft Dynamics 365 CRM by using the Notifications button on the ribbon.

Alert Audience

Alerts4Dynamics allows users to define the audience for an alert, whom to show an alert, and whom to skip.

Alert user preference

This amazing Dynamics 365 CRM alert tool gives users the choice to decide how they want to see an alert, i.e., through pop-up alerts or email notifications.

Non-dismissible or dismissible alerts

Users have the provision to set the alerts as non-dismissible or dismissible.

Alert auto-dismissal

Alerts4Dynamics enables users to configure the alerts as auto-dismissible/non-auto-dismissible.