Starts at

$299
Smart Alerts for Dynamics CRM

Smart Alerts for Dynamics CRM

Create, view, track and manage smart alerts and notifications for different entities effectively in your Dynamics 365 CRM. Get notified about critical information, task, event, etc. with simple alerts, notification, and pop-ups at the right time to make accurate decisions. Our Microsoft Dynamics CRM alerts plugin comes with Twilio API integration to keep you updated with SMS alerts.

Why Use Smart Alerts for Dynamics 365 CRM?

 

Enhanced Workflow

Create smart alerts of important stages of your workflows with our alerts plugin. Bring in a positive change in the team’s output & efficiency with the right communication in the form of alerts & notifications. With our plugin, streamline your team’s activities and reduce chances of errors & re-work.

 

Stay Updated

Keep yourself & your team updated with the necessary information by creating criteria, change based, and user selection alerts. With MS CRM alerts, You can create and view bulk alerts, add multiple alerts, set alert types and add start/expiry date to alerts of different records.

 

Make Informed Decisions

By creating and assigning various types of alerts to CRM records, you and your team get informed instantly with all the required information. This enables your team to make effective informed decisions. Not only this, but you can also categorize alerts as information, warnings, or critical for accurate results.

Remarkable Features

Criteria Alerts

Create alerts specific to individual CRM records to help you stay updated with all the necessary changes. You can also generate CRM wide notifications to keep your users informed of the upcoming events, holidays, etc. You can assign alerts to specific users as well in case you want some particular actions on CRM records.

Bulk Alerts

No more tedious work of creating individual CRM alerts. With our plugin, create alerts for multiple CRM records in bulk instantly with exclusive global notification feature. Get all the work done at the right time with our Microsoft Dynamics 365 alerts and notification.

SMS Alerts

With our Twilio API integrated alerts & notifications, you get all the critical information regarding changes in CRM records on your cellphone directly. From there, you can take the necessary actions and assign work to your team members. No more missed deadlines, prolonged response cycles, and unaddressed customer issues.

Change-Based Alerts

Want to keep up-to-date with all the critical CRM record changes? With our Dynamics 365 alerts plugin, you can create changed-based alerts which will notify you as soon as a CRM record gets updated. You can create these alerts for all your important CRM records to stay in the loop with the necessary changes and developments.

User Selection Alerts

Want to assign an alert you are creating to a particular member of your team? You can do just that with our versatile Dynamics CRM alerts plugin: Smart Alerts. Send the precise information to the right team member who then takes a calculated and informed decisions as & when needed.

Track User Activity on Alerts

Our plugin not only lets you assign alerts to particular users but also lets you track their activity on the alerts. You can track who reads or dismiss or take actions on the alerts created by you for particular CRM records. This way you can monitor your team’s productivity & attentiveness towards the necessary tasks and alerts.

  • Criteria Alerts

  • Bulk Alerts

  • SMS Alerts

  • Change-Based Alerts

  • User Selection Alerts

  • Track User Activity on Alerts

Compatible With Mobile Devices

Compatible With Mobile Devices

Do everything like creating, assigning, managing and tracking alerts & notifications right from your smartphone. With our mobile compatible alerts plugin, you get notified of all the important tasks, events and CRM changes right in your phone.

Points to Note

  • Pop-ups should not be blocked in the web browser.
  • For SMS alerts feature, the user needs to create Twilio account using https://www.twilio.com/try-twilio.
  • AppJetty License authentication is required to use our product.
  • Mobile App Support (Unified User Interface) is available for Dynamics 365.
  • Compatible with: Dynamics 365 Online and On-premise

Secure & Stable

Products

Free

Lifetime Updates

FREE

Lifetime Support

Starts at $299/ Year

Change Log

Version 3.1 : April 14, 2020

Enhancements

  • Dynamic Date and Time format similar to CRM Date and Time format
  • Global Notification support
Version 3.0 : August 6, 2019

Enhancements

  • Integration with Twilio API for SMS Alerts
  • Compatible with mobiles
  • Added Alert message as CRM Notification feature
  • Added User selection while creating the alert
  • Added Change based alerts using CRM workflow
  • Added Tracking Alerts feature.
  • UI Enhancements
Version 2.2 : May 30, 2019

Enhancements

  • Added Mobile Support using Unified User Interface
Version 2.1 : December 05, 2018

Enhancements

  • Upgrade code standard as per Microsoft guidelines
  • Minor Bug Fixes
  • UI Enhancements
Version 2.0 : October 12, 2018

Enhancements

  • Criteria based alerts.
  • Cascading alerts.
  • Design Changes.
  • Multiple Language Support.
  • Bug Fixing.
Version 1.1 : August 02, 2018

Enhancements

  • Performance Improvements & Bug Fixes
Version: 1.0 : November 14, 2017
  • Smart Alerts has been Released.
Customer Reviews
(5/5)
  • Impressive product!

    Customization for the type of alters I get. Saves a lot of my time by eliminating redundant notifications. Thanks AppJetty team!

    Bella (Posted on May 26, 2019)
    Yes, I Recommend This
  • Wonderful Plugin

    Smart Alerts plugin helps me set and update alerts in my CRM. I can serve the objective of managing CRM with ease.

    Max Bell (Posted on February 8, 2018)
    Yes, I Recommend This
  • Manage Alerts Smartly

    With Smart Alerts plugin, I can manage all the alerts well in my Dynamics CRM. Thanks, AppJetty. You have resolved a big issue with Smart Alerts.

    Christian Bailey (Posted on December 4, 2017)
    Yes, I Recommend This

Documents

General FAQs

  • What versions of Dynamics CRM are supported?

    The plugin is compatible with Microsoft Dynamics 365 (online and on-premises).

  • Can you customize the plugin as per my requirement?

    Definitely. You can share your customization request at support@appjetty.com.

  • Do you provide a demo?

    Yes, we do. You can view the demo by clicking on "Test Drive"

  • Do you have a refund policy?

    Yes. You can refer to our refund policy by clicking on the following URL https://www.appjetty.com/refund-policy.htm.

  • How many domains can I use with single licence purchase?

    AppJetty provides 1 primary domain and 1 sandbox domain with a single licence. The sandbox domain will be deactivated at the end of the 30 days trial. In order to get this validity extended, kindly contact AppJetty support.

  • Is the plugin supported on all browsers?

    This plugin provides support for Edge (v12 and above), Firefox (v29 and above), Chrome (v33 and above), Safari (v7.1 and above) and Opera (v20 and above).

Technical FAQs

  • Can I add alerts for custom entity records?

    Yes, you can add alerts for custom entity records.

  • Do I need to install any plugin for custom entity?

    No, you don't need to install any additional plugin for custom entity.

  • Can I re-activate the expired alerts?

    Yes, you can. Change the expiry date of alert and re-activate them again.

  • Can I disable alerts for particular entity?

    Yes, If you want to disable for particular entity then you have to remove that entity from "Selected entities" list in configuration page.