To notify your Dynamics 365 CRM users of important updates, add, schedule, and manage alerts from within your CRM. You can add information to a single record or a set of records to send notifications to your Dynamics 365 CRM users. These notifications can be displayed for an indefinite period or created and displayed again. The notification button can be accessed from any place in the CRM and is available for all entities.
• Create Announcement, Rule-Based, Record-Based, and Event-Based alerts.
• Alerts can be shown as Pop-ups or Form Notifications to Dynamics 365 CRM users and also can be sent as Email to Dynamics 365 CRM users or to customers (external audiences).
• Alerts can be categorized as Information, Warning, or Critical.
• Define process start date from when the notifications will start getting created and process end date when the creation of new notifications will stop. Also, you can define how long the Notification would be visible if the notification is not dismissed by the user.
• Alerts can be configured to be shown to a particular set of audiences as well as dynamic audiences.
• User is given the choice to select the mode to receive alerts i.e., through Pop-ups or Email Notifications.