Alerts
For Microsoft Dynamics CRM

Overview

With MTC's Microsoft Dynamics CRM Alerts, users can be sure that the most important data about a record is read first by the user accessing that record. MTC Solutions Alerts is a Microsoft CRM enhancement that allows Microsoft CRM users to add critical data to CRM records so other users will immediately be aware of it upon accessing the CRM record.

Alerts can be configured to work with the following CRM entities: Leads, Contacts, Accounts, Opportunities, Quotes, Orders, Invoices, Cases, Contracts, Campaigns, Custom entities.

How does it benefit?

Users may select alerts on any CRM record type

Deactivated alerts can be re-activated as needed
Add Bulk alerts / View Bulk Alerts
Users may add multiple alerts to each CRM record
Alerts are immediately displayed in a pop-up window when the record is accessed
Users may select alert type with icon so users will be able to quickly differentiate the type of alert and determine whether it requires their attention
Alerts may be deactivated but will remain in the system so users may see past alerts for historical context
Users may provide optional alert expiration dates for alerts that only need to be shown temporarily
Developers may add, edit and remove alerts programmatically from custom applications

1st year maintenance included with email-based or Live Web Installation and Use support, One Hour of 24/5 Implementation Support. Annual 25% maintenance for future feature editions, upgrades, and support.

Partner NFR program, OEM, and custom development available from MTC to support unique needs

Screenshots