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Are alert rules possible within Sales?

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Hi,

Does anyone know if alert rules are possible for Sales?

I'm looking for an alternative to using power automate for notifications. https://powerapps.microsoft.com/en-us/blog/now-available-model-driven-app-push-notifications/. This is a great option, I'm just looking for another.  I found references in other forum posts to functions and web resources. I'm really hoping for something more end user friendly, not as technical to setup.

I found this in my search results. Alerts overview - Finance & Operations | Dynamics 365 | Microsoft Docs

Unfortunately, it is specific to Commerce.

My search of Sales documentation doesn't surface anything like that.

The outcome I want is to display notifications within the CRM to users. 

Any help is appreciated.

Thank you!

Lynn

  • Suggested answer
    Inogic Profile Picture
    Inogic 412 on at
    Are alert rules possible within Sales?
    Hello,

    For adding notifications at the application level in Dynamics 365, there's no out-of-the-box feature available. However, you can create custom processes to send email notifications or generate tasks for users.

    If you need a more advanced solution, consider using third-party tools like Alerts4Dynamics. This tool includes several new features, such as:
    • Users can set their preferences for receiving alerts through their desired mode.
    • Alerts can be configured as non-dismissible or dismissible.
    • Alerts can also be set as non-auto-dismissible or auto-dismissible.
    • Users can quickly search for specific notifications using the Search tab on the alert panel.
    • Create engaging messages using Message Rich Text.
    For more information, visit Alerts4Dynamics, which offers a 15-day free trial to explore its features and benefits.

    I hope this helps!
     
    Thanks,
    Sam
  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at
    RE: Are alert rules possible within Sales?

    Hi,

    Thank you for your query.

    If you need to add notifications on the application level, there is no out-of-the-box feature available (as far as I know).

    As an alternative, you can create processes to send email notifications or create tasks for users.

    There are 3rd-party solutions available though:

    Alerts-Notifications Dynamics 365-Alerts4Dynamics (microsoft.com)

    If you need to show notifications on forms, you can use client JS library to add notifications on forms and fields:

    setFormNotification (Client API reference) in model-driven apps - Power Apps | Microsoft Docs

    addNotification (Client API reference) in model-driven apps - Power Apps | Microsoft Docs

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