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Smart Alerts for Safe, Simple, and Fast Return-to-Work

This article covers the solution we offered to our client from the workers' compensation industry.

This article covers the solution we offered to our client from the workers' compensation industry.

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➔ Access all alerts in one place.

➔ Alerts are to be displayed in the left corner of the screen as a popup.

➔ Allow condition-based alert creation.

➔ Export/migrate alerts from older to newer smart alerts versions.

Our Solution

With our Smart Alerts for Dynamics CRM, they could create, view, manage notifications for

different entities from one window. Plus, our plugin provides users with a summary of all the

alerts directly on the dashboard. They don’t have to switch between modules or check the

alert module for notifications.

➔ Announcement Alerts

Smart Alerts allows users to send alerts in their preferred way. They can send

notifications via SMS, email, or pop up. It means our client has an option to send

critical CRM information on SMS as an SMS alert or send a company-wide

announcement.

➔ Criteria Alerts

With MS CRM alerts, our client can create criteria alerts for individual users based on

specific conditions and required changes. They can define the flow, changes, user

selection to trigger the alerts.

➔ Track User Activity on Alerts

Smart Alerts for Dynamics CRM allows admin to validate their users and even track

their activity. Apart from assigning alerts, they can track who reads or dismisses, or

takes action on the alert created for a particular CRM record. This helps them

monitor their team’s productivity and attentiveness towards necessary alerts.

And this is a sneak peek of what Smart Alerts did for our client. Put it to its optimum use and

see what it can do for you.

Grab the opportunity and bring in Smart Alerts for Dynamics CRM today!

Try Now

appjetty@gmail.com

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