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Individual Notifications for CRM

  • 1.  Individual Notifications for CRM

    Posted Jun 19, 2019 10:50 AM
    Edited by Shawn Hickey Jun 19, 2019 10:52 AM
    We have a variety of users that are requesting specific, yet different, email notifications to be provided based on different criteria.  For example...
    • Sales Manager A would like a weekly email of Opportunities missing key information
    • Sales Manager B (different department) would like a weekly email of Opportunities missing different information
    • Sales Person 1 would like to be notified anytime someone assigns an Opportunity to him
    • Sales Person 2 is a good CRM user and doesn't want to be notified
    • Sales Person 3 would like to be notified anytime someone assigns a Task to her
    We already have setup specific views/dashboards but there is no way to schedule email notifications for views/dashboards to be sent to specific users (Salesforce has this capability).  Executives aren't logging into the system as often as they should but still have a need to see the data and could benefit from us "pushing" it out to them.

    Setting up and managing individual system notifications for specific users would be a nightmare as we have over 2,000 users in the system.

    I'm curious if others have run into this same limitation and how you have addressed it.

    Shawn Hickey
    Burns & McDonnell
    Kansas City MO

  • 2.  RE: Individual Notifications for CRM

    Posted Jun 19, 2019 11:09 AM
    System-generated emails are my system pet-peeve. I am trying to scale back what gets sent out, but there are some users that still insist upon it. Here are some potential alternatives that you could employ:
    • If your company uses Microsoft Teams, they can have a D365 tab directly in Teams and can view and interact with the data from there. (Maybe good for Sales Managers A and B?)
    • You could use Flow to push the data out via email(or text) - at least they won't be in your D365 system jobs, but depending on how much you might already use Flow, it could eat into your quota of Flows. (Maybe good for Salesperson 1 and 3)
    • You could put the data in a snazzy PowerBI dashboard (there are some pre-built D365 Sales dashboards from Power BI) to entice them? (Good for the executives not logging in?)
    It also may be worth finding out what their particular hang ups are. Some users are fine with the system, but don't want to interact on a browser, but might be fine if they knew they could interface with it on Mobile, Outlook, Teams, etc.

    Audrey Forrest
    Senior Accountant and Business Analyst
    Seattle WA
    CRMUG Co-Chapter Leader - Seattle
    D365 CRM V9, GP 2015 R2

  • 3.  RE: Individual Notifications for CRM

    Posted Jun 19, 2019 01:30 PM
    Teams won't work as they will see that as another place to go to.  The desire is the information is "pushed" to them since everyone is in email everyday.  Most don't (some never will) have the habit of launching CRM to look at a dashboard.  There are other applications we have internally that push emails/notifications so that is the behavior they have asked for.

    We are extensively using Power BI and people love gettng scheduled notifications, but this doesn't exist in CRM.  The downside of Power BI is they can't get to the data to edit/correct/view the information that is in CRM.

    This is such a common request from our users.

    Shawn Hickey
    Burns & McDonnell
    Kansas City MO

  • 4.  RE: Individual Notifications for CRM

    Posted Jun 20, 2019 02:36 AM
    @Shawn Hickey - linking to a dynamics record from PBI is pretty easy (i.e. the getting to the data to edit or view the record) - see below for the syntax to link to an Opp in the UCI - note you will also need to update the 'appid'. Also - see here for an article that outlines how to link to the classic UI.

    Opp Link = "https://<YOUR-CRM>"&[4_Opportunities.opportunityid]

    I feel your pain with regard to users asking for very specific things that they can easily get other ways. I often think this is a training issue. Get them to bookmark a view or a PBI page and explain the options that this gives them over and above an emailed report.

    Donal McCarthy
    Digital Marketing Administrator

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