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 in one view, 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

Criteria Alerts

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

SMS Alerts

Announcement Type Alerts

Change-Based Alerts

User Selection Alerts

View Alerts

Track User Activity on Alerts

  • Criteria Alerts

  • Bulk Alerts

  • SMS Alerts

  • Announcement Type Alerts

  • Change-Based alerts

  • User Selection Alerts

  • View 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
  • AppJetty License authentication is required to use our product.
  • Mobile App Support (Unified User Interface) is available for Dynamics 365.
  • The plugin is compatible with Microsoft Dynamics CRM.
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Change Log

Version 3.2 : August 04, 2021


  • Adding attachments feature
  • View alerts in one view
  • Announcement type global alert
  • Alerts dashboard to view alerts
  • Alert level and alert sorting configuration
  • UI Enhancements
Version 3.1 : April 14, 2020


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


  • 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


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


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


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


  • Performance Improvements & Bug Fixes
Version: 1.0 : November 14, 2017
  • Smart Alerts has been Released.


General FAQs

Technical FAQs

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