Alerts4Dynamics - Alerts / Notifications Management in Dynamics 365 CRM - PowerPoint PPT Presentation

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Alerts4Dynamics - Alerts / Notifications Management in Dynamics 365 CRM

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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. – PowerPoint PPT presentation

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Title: Alerts4Dynamics - Alerts / Notifications Management in Dynamics 365 CRM


1
Schedule and Manage Alerts in Dynamics 365 CRM
2
Key Features
Display options View notifications as
Pop-ups and/or Form Notifications with the
ability to send Email notification as well
Alert Categories Notifications can be
categorized as Information, Warning or Critical
Global Announcements, Record level
messages, Automate using criteria or events
Dismissible and Auto-dismissible Alerts Alerts
can be configured as dismissible/non dismissible
and auto-dismissible/non auto-dismissible
Define Audience Alerts can be configured to be
shown to particular set of audience as well as
for dynamic audience
Alert Duration Add Process Start Date, Process
End Date and Display End Date for all
notifications.
  • Set preferences to receive alert notifications as
    per users choice

3
Available For
  • SUPPORTED VERSIONS
  • MICROSOFT DYNAMICS 365 v9.x and above
  • Dataverse (Power Apps)
  • DEPLOYMENTS
  • ON-PREMISES
  • DYNAMICS 365 ONLINE

4
Form and Pop-up notification
5
View and dismiss Notifications
6
Auto Dismissal of Alert
7
Dismissible/Non-dismissible Alerts
8
Read and Dismissed Notifications
9
Entity Configuration
10

Global Notifications
11

Record Level Notifications
12

Criteria based Automated Notifications
13

Automated Notifications through Workflows
14
Set Alert Message and Level
15
Set User Preference
16
Message Types
17
Next Steps
  • Learn more about Alerts4Dynamics today.
  • Get your free Alerts4Dynamics trial now from
    Microsoft AppSource or our website!
  • Email crm_at_inogic.com
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