Easy Steps to Set Up Email Notifications and Never Miss an Alert in Dynamics 365

Inogic

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Alert in Dynamics 365

For managers, keeping track of crucial CRM alerts and notifications is vital for smooth operations and timely decisions. However, with the constant flow of alerts from different CRM activities, it’s easy to overlook important updates, leading to missed actions and delays.

Alert4Dynamics by Inogic is designed to solve this problem for users of Dynamics 365 CRM. It sends email notifications for unread, read-but-not-dismissed, or all types of alerts, so no important update goes unnoticed. Users can receive these notifications daily, weekly, or monthly, without having to check their CRM system constantly. This way, managers can stay informed and respond quickly, even if they’re not actively using the CRM or checking their email, improving efficiency and ensuring timely actions.

4 Effective Steps to Set Up Email Notifications in CRM:

Create a Custom Email Template: In CRM, go to the advanced settings and create a custom email template with the “Global” Set permissions to ensure enhanced security.

Set the Subject Line: Create a subject line tailored to your needs to easily identify and differentiate Dynamics 365 CRM alerts from other types of notifications. For example, “New Account Created Details – Missed Alerts” will let you know that the respective mail contains the details of the account created on a particular time instance.
Configure Security Settings:
- Assign the email template to a specific user or set it as an individual template.
- Notification Type: Choose “Unread Notifications” if you want to receive emails for unread alerts.
- Notification Frequency: Select how often you want to receive notifications (Daily, Weekly, or Monthly). For example, choose “Daily” to get updates every day.
- View Columns Display Order: Pick between “Active Notifications” or “Inactive Notifications” to display in the email as per CRM layout. For instance, select “Active Notifications.”… Read More »