User Review
( votes)Microsoft Dynamics 365 CRM offers in-app notifications for quick updates like new record creation, a more robust alert management solution becomes indispensable for establishing an effective sales communication system that covers a variety of sales events.
If you’re searching for a better way, imagine a notification system that delivers crucial updates precisely when you need them, allowing you to personalize alerts based on your preferences. Furthermore, envision the ability to create alerts and notifications tailored to specific sales events. Introducing Alerts4Dynamics by Inogic, the ultimate Dynamics 365 CRM alerts and notification management solution.
Alerts4Dynamics serves as a sales alert/notification solution for Microsoft Dynamics 365 CRM. It enables the creation of four types of alerts and notifications—announcements, rule-based, record-based, and event-based alerts—in multiple languages. These notifications can be displayed indefinitely or for a specified duration, accessible from any location within CRM, and may appear as pop-ups, form notifications, or email notifications.
For a comprehensive understanding of what suits your CRM sales alerts and notification requirements, here is a detailed comparison between the Alerts4Dynamics app and Dynamics 365 CRM in-app notifications.
1. Alerts and Notifications Visibility
CRM In-App Notifications: are specific to the app in which they are enabled. For instance, if you activate In-App notifications in Dynamics 365 Sales, you’ll only see these notifications within Dynamics 365 Sales. Notifications won’t be visible in Dynamics 365 Field Service or Dynamics 365 Customer Service unless you also enable In-App Notifications for those specific apps.
CRM In-App Notifications: In contrast, Alerts4Dynamics generates Sales alerts that are visible universally across your Dynamics 365 CRM, encompassing Dynamics 365 Sales, Dynamics 365 Field Service, Dynamics 365 Customer Service, Dynamics 365 Project Service Automation and Power Apps.
2. Alerts and Notifications Modes
CRM In-App Notifications: Dynamics 365 CRM offer two distinct notification modes: they can appear as toast messages or be viewed within the notification centre.
Alerts4Dynamics: Provides flexibility with three display modes for sales alerts. Users can receive notifications through pop-ups, form notifications, or email notifications, catering to both CRM users and external audiences, such as clients. Moreover, the ‘User Preference’ feature allows sending alerts to users based on their specified preferences for receiving alerts. The accompanying screenshot illustrates the appearance of notifications generated through Alerts4Dynamics in CRM.
3. Types of Alerts and Notifications
CRM In-App Notifications: Enable the creation of straightforward notifications to update CRM users about various events, such as the assignment of new cases, creation of new opportunities, closure of opportunities, and qualification of leads.
Alerts4Dynamics: Alerts4Dynamics offers the capability to generate four types of alerts, namely rule-based, event-based, record-based alerts, and announcements.
- Rule-based alerts are designed to notify users about specific conditions and are further categorized into Simple and Advanced Alert types.
- Event-based alerts empower users to trigger alerts for any incident within the CRM.
- Announcements, are alerts that can be displayed on an organizational level.
- Record-based alerts are customized to deliver information specific to individual records.
4. Message Rich Text
CRM In-App Notifications: In App Notifications in Dynamics 365 CRM enable the creation of notification messages with limited text formatting options, such as bold, italic, bullet lists, number lists, and hyperlinks.
Alerts4Dynamics: The app provides users with a robust set of text formatting options to create highly engaging messages. Users can customize font style, size, and apply formatting effects like bold, italic, underline, and strikethrough. The app also allows for the inclusion of background colors, text colors, bullets, numbered lists, indentation adjustments, and quotation marks. Moreover, users can embed links, images, and tables into their messages, enhancing the overall dynamic communication experience.
5. Dismiss Alerts
CRM In-App Notifications: notifications are displayed in the notification centre, where they remain until manually dismissed. By default, these notifications have a 14-day lifespan, but the expiration date can be adjusted by the system administrator. To dismiss a single notification, click the close X button. Alternatively, you can choose to ‘Dismiss all’ for a quick clearing of your notification centre, removing all notifications simultaneously.
Alerts4Dynamics: The alerts created using Alerts4Dynamics not only offers the ability to dismiss alerts but also provides additional customization options. The app allows users to configure notifications to automatically dismiss when the associated record no longer meets the specified rule or condition defined during alert configuration. Furthermore, users can opt to set notifications as non-dismissible, offering more nuanced control over the alert dismissal process.
6. Alert and Notification Level
CRM In-App Notifications: In CRM In-App Notifications, individual notifications can be marked with different icons to indicate various alert levels, such as informational, mention, success, failure, or warning.
Alerts4Dynamics: Alerts4Dynamics simplifies the categorization of alert levels into three distinct categories – Information, Warning, or Critical – during the configuration process. This functionality enables CRM users to efficiently prioritize alerts based on their urgency, providing a clear understanding of their significance. Alerts4Dynamics enhances the user experience by displaying notifications on the alert panel, organized into specific sections according to priority levels. This user-friendly design facilitates seamless navigation, enabling users to respond promptly to alerts based on their criticality.
We’ve covered the key functionalities of the Alerts4Dynamics app and Microsoft Dynamics 365 CRM In-App notifications, highlighting their potential to enhance and streamline sales communication within CRM.
Now, let’s delve into some of the unique features of Alerts4Dynamics that truly elevate the management of alerts and notifications to a whole new level. These distinctive attributes further solidify the app’s role in providing a comprehensive solution for optimizing sales communication within CRM.
- Rule-Based Alerts: A Rule-Based alert within CRM is triggered in response to particular conditions and is categorized into two types: Simple and Advanced. Simple alerts are created based on system views associated to the chosen Entity Configuration. In contrast, Advanced alerts provide users with the flexibility to establish conditions for alert creation, allowing, for instance, the creation of alerts for Invoices with a total amount greater than or equal to $1,000. This feature facilitates the precise customization of alerts, aligning them with specific business requirements.
- Search Notifications: The notification panel incorporates a notification search bar, allowing you to swiftly search for specific notifications. This feature ensures real-time display of the desired notifications, providing a quick and efficient way to locate relevant information.
- Notification Logs: Alerts4Dynamics offers the capability to access notification logs, enabling users to view notifications that have been read or dismissed by users. This feature provides a convenient way to determine whether a user has read a notification or dismissed it, enhancing transparency and tracking within the notification system.
- Set User Preferences: Utilizing Alerts4Dynamics CRM, users have the flexibility to determine how they prefer to receive alerts – whether through pop-ups, form notifications, or email notifications. Additionally, users can customize the language in which they receive messages.
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Conclusion
While Dynamics 365 CRM in-app notifications provide a quick announcement, Alerts4Dynamics offers a comprehensive orchestration of information. It’s personalized, potent, and puts you in control.
To assess the app for your organization’s requirements, you can download it for a 15-day free trial from our website or Microsoft AppSource.
If you wish to explore the app and its features in detail, and clarify any doubts regarding its implementation in your Dynamics 365 CRM, reach out to us at crm@inogic.com to schedule a personalized demo.
Are you prepared to experience the difference? Try Alerts4Dynamics today!
The post Dynamics 365 CRM Alerts: Native Notifications vs. Alerts4Dynamics – Which one is Right for You? appeared first on CRM Software Blog | Dynamics 365.
