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 »
The post A Guide to Sending Real-Time Sales Alerts & Notifications to Selected Users in Dynamics 365 CRM first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.
Published on:
Learn moreRelated posts
Dynamics 365 Sales – Improve opportunity context with AI-based data enrichment
We are announcing the ability to improve the context for opportunities with AI-based data enrichment in Dynamics 365 Sales. This feature will ...
Dynamics 365 Sales – Modern, in-flow email template picker for Sequences
We are announcing a modern, in-flow email template picker for Sequences within Dynamics 365 Sales. This feature will reach general availabilit...
Dynamics 365 Sales – Get additional Dataverse storage capacity
We are announcing additional Dataverse storage capacity for Dynamics 365 Sales. This change will reach general availability on April 15, 2026....
Dynamics 365 Sales – Close simple deals using Deal Close Agent to generate quotes and complete orders
We are announcing the ability to close simple deals using Deal Close Agent to generate quotes and complete orders in Dynamics 365 Sales. This ...
Dynamics 365 Sales: Get sales operations insights in Sales Research Agent
As a business leader or sales operations team member, you’re responsible for answering complex questions about performance, coverage, at...
Dynamics 365 Sales: Connect Fabric Lakehouse data to AI‑powered sales research
Many organizations store critical operational and financial data such as revenue actuals, targets, and budgets in Microsoft Fabric Lakehouse r...
Dynamics 365 Sales: Improve opportunity context with AI-based data enrichment
When your opportunity data is incomplete or outdated, you may find it challenging to understand deal health and take the right actions. AI-pow...
From manual work to meaningful selling: How Agentic AI is transforming Dynamics 365 Sales
Agentic AI in Dynamics 365 Sales reduces manual CRM work by turning unstructured information into actionable insights, helping sellers capture...
Architecting Scalable Business Logic in Dynamics CRM Using Plugin Life Cycle
Dynamics CRM Plugin Life Cycle: Optimizing for Scalability means designing plugins in a way that keeps the system fast, stable, and easy to ma...
We need to talk about... Dynamics 365 Sales... Release Wave 2 for 2025
Next in my blog, I will launch a series on the changes we can expect to see as part of Release Wave 2 for 2025. Microsoft’s 2025 Release Wave ...