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( votes)Imagine a situation where a major lead is added to your CRM and there’s an urgent subscription renewal required for a key client. While Dynamics 365 CRM’s in-app notifications can alert salespeople to basic updates, such as new record creations, a more advanced alert management system is needed to effectively address a wide range of sales events and enhance overall sales communication.
Imagine a system where these crucial events prompt immediate, personalized alerts that are visible across all CRM entities.
No problem!
With the Alerts4Dynamics app by Inogic, you can guarantee that your sales team stays up-to-date with critical alerts, facilitating timely outreach and effective engagement.
Why Alerts4Dynamics is the preferred app for CRM alerts?
- Comprehensive Coverage: Unlike Dynamics 365 in-app notifications, Alerts4Dynamics offers support for creating and managing sales alerts across all Dynamics 365 modules, including Sales, Field Service, Customer Service, Project Service Automation, and Power Apps.
- Customizable Notification Modes: Send alerts as pop-ups, form notifications, or email alerts, based on your team’s preferences.
- Various Alert Types: Set up rule-based, event-based, record-based, and announcement alerts covering situations such as new leads, critical updates, or high-priority announcements.
- Enhanced Message Formatting: Grab your team’s attention with distinctive notifications. Alerts4Dynamics provides a wide range of text formatting options, including fonts, colours, lists, images, and tables, making your messages more engaging and impactful.
Join our webinar to witness these features in action.
Next-Gen CRM Alerts: Discover New Alerts4Dynamics’ Features
Register Now
Save the date: Wednesday, August 21st, 2024.
3 PM AEDT, 11 AM CET, 11 AM EDT
Here are the features of the Alerts4Dynamics app that you will explore during this webinar:
- Email Digest Workflow: Users can receive email digests containing unread, read-but-not-dismissed, or all notifications, on a daily, weekly, or monthly basis.
- Post Notification: Generate custom post messages and tag users on the timeline to send these messages as notifications to the tagged users.
- Multiple Languages: Create alert messages in various languages like German, French, and Hebrew, visible only to users with the matching CRM UI language.
- Alert Levels: Set priorities for your alerts as Information, Warning, or Critical.
- Search Notifications: Quickly find specific Alerts, Announcements, and Notifications using the search bar on the alert panel.
Found this information helpful? Click here to register!
Enhance your CRM experience and improve your sales strategy with Alerts4Dynamics by Inogic.
Curious to try this solution beforehand? Begin a 15-day free trial to explore its features, available on Microsoft AppSource or our website.
Discover how you can improve your CRM alert management to achieve better sales outcomes and stay ahead of the competition.
Find out more about Alerts4Dynamics by checking out this product demo video.
Interested? Get in touch with our specialists for a personalized app demonstration that fits your business needs. Contact us at crm@inogic.com.
The post How Alerts4Dynamics Ensures You Never Miss a Critical Update in Dynamics 365 CRM! appeared first on CRM Software Blog | Dynamics 365.
