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Schedule and Manage
Alerts in Dynamics 365
CRM
crm@inogic.com crm@inogic.com
Key Features
Alert Categories
Notifications can be categorized as
Information, Warning or Critical
Define Audience and
Alert Duration
Alerts can be configured to be shown
to a particular set of audiences as
well as for a particular duration.
Message Rich Text
Create more interactive messages by
doing all kinds of text formatting,
adding links and images, etc. to make
alerts more engaging.
Dismissible and Auto-
dismissible Alerts
Alerts can be configured as
dismissible/non dismissible and auto-
dismissible/non auto-dismissible
• Set preferences to receive alert notifications as per user’s choice
Global Announcements,
Record level messages,
Automate using criteria
or events
Display options
View notifications as Pop-ups and/or
Form Notifications with the ability to
send Email notification as well
crm@inogic.com
Available For
SUPPORTED VERSIONS
• MICROSOFT DYNAMICS 365 v9.x
and above
• Dataverse (Power Apps)
DEPLOYMENTS
• ON-PREMISES
• DYNAMICS 365 ONLINE
crm@inogic.com
Form and Pop-up notification
crm@inogic.com
View and dismiss Notifications
crm@inogic.com
Auto Dismissal of Alert
crm@inogic.com
Dismissible/Non-dismissible Alerts
crm@inogic.com
Read and Dismissed Notifications
crm@inogic.com
Entity Configuration
crm@inogic.com
Global Notifications
crm@inogic.com
Record Level Notifications
crm@inogic.com
Criteria based Automated Notifications
crm@inogic.com
Automated Notifications through Workflows
crm@inogic.com
Set Alert Message and Level
crm@inogic.com
Set User Preference
crm@inogic.com
Message Types
crm@inogic.com
Message Rich Text
crm@inogic.com
Next Steps
• Learn more about
Alerts4Dynamics today.
• Get your free
Alerts4Dynamics trial now from
Microsoft AppSource or our
website!
• Email: crm@inogic.com
crm@inogic.com

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Alerts4Dynamics - Alerts / Notifications Management within Dynamics 365 CRM