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Dynamics 365 Alerts And Notifications To Increase Productivity

By Author: Maulik Shah
Total Articles: 17

We are glad that we are a few generations ahead and we do not maintain the customer records in a huge pile of files. Digital migration of files into servers and then came 3-tier architecture to give birth to the CRM as we know today. Yes, there is another element that made the 3-tier architecture enhanced. It was cloud computing.

MS Dynamics CRM is one of the leading cloud CRM applications. Though for still traditional businesses, there is an option for On-Demand Dynamics. In either of the cases, Dynamics is one of the top 5 CRM applications for the large enterprise segment. The primary reason for Dynamics to remain at this spot is the diverse use cases that lead up to enhanced productivity for businesses.

Moving from a custom CRM built in Java or another redundant technology to Dynamics CRM feels like moving from Nebraska to Los Angeles. However, it is criminal to want to have Dynamics CRM alerts to work in the same manner as you used to work with your older, less capable, and less intelligent system.

Dynamics 365 Alerts and Notifications

You must not expect to keep having the older habit take you back to the Stone Age. The ancestral CRMs would send you an email for various reasons why your CRM finds the need to tag you. And, that was almost magical in that ice age. Let those dinosaurs rest. Microsoft Dynamics CRM notifications are real time and they work in similar fashion as the ones on your mobile app.

For example, LinkedIn notifies the users for every new connection request, for post notifications, and several other updates. These notifications appear in the LinkedIn Web App as well on the Mobile App (if configured). However, that is not all. These notifications also replicate on the registered email address. We may set up rules to map these notification emails in a silent inbox label; is there any logical view to have a dump of emails? Do we ever visit that label except when we need to clean up?

Similar to push notifications of the Web 3.0, Dynamics 365 alerts and notifications provide an inventory of real-time notifications from the CRM itself. Users can directly access these notifications and take an action. Elementary stuff!

Utilizing the Dynamics 365 Alerts to Improve Productivity

Besides the standard alerts, the CRM admin can look at business-specific use cases that will improve productivity. These custom Dynamics CRM alerts could be to notify the specific group of users when a certain event happens for a given contact or group of contacts. An event could be as small as a document upload in a CRM contact. Or, it could be the contract licensing approval for a new project kick-off.

Custom Dynamics 365 alerts could be a game changer. A CRM as powerful as MS Dynamics could do a number of predefined chores without much effort at all. However, not all businesses operate in a similar fashion. Even the businesses of exact same nature could have different processes to achieve a similar output. The developers of Dynamics could not have compensated for these requirements, as they are not widely in demand. Therefore, in order to make the best use of your CRM, you should figure out the best method to manage internal notifications for your business.

Conclusion

Dynamics CRM is like Pandora’s Box. They offer a wide range of features and in most cases, businesses do not even utilize 20-25% of all of these. However, while that is correct, there are also business-specific use cases such as custom Dynamics CRM alerts. You should explore the third party plugins available in MSAppsource. The Dynamics 365 app store ensures that there is a free trial or a test drive available to each of the plugins available there.

About Author:

Maulik Shah is the Founder and CEO of AppJetty, a fast growing software add-on store selling Magento extensions and plugins for various technologies, including Dynamics CRM Alerts . Maulik is a tech enthusiast and writes about the various aspects of ecommerce technology.

More About the Author

Maulik Shah is the Founder and CEO of AppJetty, a fast growing software add-on store selling extensions and plugins for various technologies, including Odoo themes and odoo apps Magento 1 extensions and Magento 2 extensions. Maulik is a tech enthusiast and writes about the various aspects of ecommerce technology.

Total Views: 44Word Count: 662See All articles From Author

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