Smart Alerts For Dynamics CRM
Remarkable Features
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
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Criteria Alerts
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Bulk Alerts
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SMS Alerts
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Announcement Type Alerts
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Change-Based alerts
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User Selection Alerts
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View Alerts
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Track User Activity on Alerts
Compatible with Mobile Devices
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.
- The plugin is compatible with Microsoft Dynamics CRM.
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Change Log
Version 3.2 : August 04, 2021
Enhancements
- 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
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.
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General FAQs
What versions of Dynamics CRM are supported?
Can you customize the plugin as per my requirement?
Do you provide a demo?
Do you have a refund policy?
Yes. You can refer to our refund policy by clicking on the following URL
refund policy.
How many domains can I use with single licence purchase?
Is the plugin supported on all browsers?
Technical FAQs
Can I add alerts for custom entity records?
Do I need to install any plugin for custom entity?
Can I re-activate the expired alerts?
Can I disable alerts for particular entity?
$299.00