Alerts4Dynamics

Notify users through Email, Pop-Ups and Form Notification

Manage alerts and notifications in Dynamics 365

Alerts4Dynamics

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.
Dynamics CRM v9.x and above
On-Premises and Online

Recent Update

  • Create Event-Based Alerts for Dynamics 365 CRM records
  • Create simple or advanced Rule-Based Alerts for specific conditions in Dynamics 365 CRM
  • Create Record-Based Alerts for specific individual Dynamics 365 CRM records
  • Create Announcements at organisational level to notify users across Dynamics 365 CRM

Preferred App on Microsoft AppSource

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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 CRM, and Event Based Alerts give users ability to show an alert for any event that happens in the CRM.

Mode of Alerts:

With the help of Alerts4Dynamics, alerts can be viewed as pop-ups, form notifications, or can be sent as an email notification to your 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’.

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 lets users create/manage alerts for OOB as well as Custom Entities in Dynamics 365 CRM

With the help of Alerts4Dynamics, users can also view alerts from anywhere in Dynamics 365 CRM through Notifications button on the ribbon

Alerts4Dynamics allows dynamic audience selection i.e. allows configuration of alerts so that they are shown only to a particular set of users, security roles or Teams