Mobile alerting with tracking & escalation for Microsoft Dynamics 365
On-the-go management may want to know the status of the workday in the office when they are traveling on business. In SIGNL4, workforce leaders can stay in the loop with mobile CRM updates pushed from Dynamics 365.
How it Works
By configuring Microsoft Logic Apps, users will be able to push Microsoft Dynamics 365 updates to their SIGNL4 team. This is suggested especially for managers and leadership who want to be aware of daily team actions.
Deploy alerts regarding current website status to mobile devices
IT staff is alerted via mobile push, text and call
Staff can acknowledge and take ownership for critical events that occur
Communicate within an alert to address a particular problem
Alerts are escalated in case of no response
A Dynamics 365 subscription and Microsoft Azure account are needed to access CRM and Logic Apps
An inbound webhook enables the SIGNL4 integration
On-call scheduling to alert the right people at the right time
Business Process Alerting
Customer Relationship Management
How To Integrate
Watch the tutorial video below for help establishing this integration or visit our blog post for assistance. The video walks through a scenario where alerts are sent out for invoice creation.
SIGNL4 can further increase the visibility of alerts through its Signals and Services section. Augmenting the color and icon of alerts will provide more relevant information at a glance without having to open the alert.
Change Alert Color and Override Title + Text
Override text, colors and titles are triggered by keywords set within the mobile app.
Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.