Smart Alerts

Smart Alerts is a meticulously developed Dynamics 365/CRM plugin that enables Dynamics 365/CRM users to add and manage alerts for different entities in the CRM. Once our Microsoft Dynamics 365/CRM Alerts plugin is integrated, CRM users can add critical data/information to individual records. Thereafter, every time the connected CRM users access a particular record, they will receive a pop-up alert. Users can cascade alerts of related entities, configure plugin in any CRM supported language, get an email and set event or criteria based alerts.

Note: If you have an Offline (On-Premises) Integration, you would need to visit Appjetty (a Biztech venture) for trial.

Product Features

• Create and View Bulk Alerts instantly
• Global notification support to keep you updated in real-time

• Add multiple alerts to individual CRM record

• Add start/expiration date for all alerts

• Reactivate the deactivated alerts when needed

• Add alerts on any CRM record type

• Get immediate alert pop-ups on accessing the record

• Differentiate the type of alert through alert type

• Find the historical context of deactivated alerts

• Configure alerts that work with all CRM entities including Custom entities

• Configure alerts compatible with CRM’s language

• Set user roles as User and Manager for advance alert management

• Expand alert scope for related entity records

• Set Criteria alert to get notified given condition fulfillment

• Get Criteria email in real-time

• Seamless integration with Twilio API for SMS alerts

• Select Users while enabling CRM alerts

• Alerts tracking to understand the effectiveness of the particular change

• Receive change based alerts and notifications created based on CRM workflow

• Now works with your mobile devices
• Dynamic date and time format similar to CRM date and time format