web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Alerts for new activities
Microsoft Dynamics CRM (Archived)

Alerts for new activities

(0) ShareShare
ReportReport
Posted on by Jay Heat 305

Hello,

We are currently using MS Dynamics Online and I'm having trouble setting up customised alerts.

Specifically we want to notify our sales staff when an Activity  (a Task) is created for a "Contact" that they own. This is to give our sales team members a "tap on the shoulder" notification when a task is assigned to them, in order for them to login to CRM and progress it in a timely fashion.

I've had a look around the system but I cant seem to find where and how we set them up. Can anybody help me out?

Thanks

Jamie 

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: Alerts for new activities

    Hi Jay,

    I'd be inclined to send an email to those users using a Workflow. So, on creation of a Task, an email is generated and sent to the CRM User.

    Alternatively, you could use Queues to manage workloads, but this would require logging into the CRM beforehand to see any updates.

  • Verified answer
    Hosk Profile Picture
    Hosk on at
    RE: Alerts for new activities

    CRM doesn't really use the process of alerts.

    You can send emails to users.

    Usually users will check their tasks or will check certain views or queues to manage their workloads.  You could create a view of urgent tasks/import tasks and save this onto a dashboard which users should check

    The problem with alerts is, users can get lots of them and you don't want things popping up if you have a lot.

  • Verified answer
    Donna Edwards Profile Picture
    Donna Edwards 2,996 on at
    RE: Alerts for new activities

    If you would like to use an out of the box solution, you can setup a workflow that runs on creation of the task, checks the Regarding field to ensure it is a Contact, then sends an email notification to the Contact owner with a link to the Task and Contact if desired.  

    As Ben mentioned, you'll want to consider the number of Tasks created for each Sales Person to ensure you are not inundating them with too many email notifications.  

    Otherwise, dashboards or Views are a good method for use to help people focus on what needs to be done.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Pallavi Phade – Community Spotlight

We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Community Member Profile Picture

Community Member 2

#1
UllrSki Profile Picture

UllrSki 2

#3
SC-08081331-0 Profile Picture

SC-08081331-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans