Tag Archives: Alerts Dynamics 365 CRM

A Guide to Sending Real-Time Sales Alerts & Notifications to Selected Users in Dynamics 365 CRM

Businesses use Dynamics 365 CRM to manage their sales activities and customer relations. However, they use conventional communication channels for getting notified of sales activities/events, like when a new lead enters the CRM or when the client accepts the quote, or if you are a manager and want to send a meeting notification to your… Read More »

Never Miss a Beat with Alerts & Notifications in Microsoft Dynamics 365 CRM

To manage customer relationships and sales in real-time, organizations using Microsoft Dynamics 365 CRM need an efficient communication system. Traditional methods like emailing or manually sharing important information can lead to mistakes and delays. Many Dynamics 365 CRM users struggle with not receiving crucial business information promptly. Meet Joe, a Sales Manager at Monroe Tech… Read More »