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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Are alert rules possib...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Are alert rules possible within Sales?

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Posted on by Lynn Drees 160

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

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  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at

    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

  • Suggested answer
    Inogic Profile Picture
    Inogic 743 on at
    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

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