Mobile alerting with tracking & escalation for Microsoft Dynamics 365
Why SIGNL4
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.
Integration Capabilities
- 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
Scenarios
- Business Process Alerting
- Customer Relationship Management
Tickets and Incidents are sent to SIGNL4
Event categorization, routing and automated delivery
Persistent Notifications by push, text and voice call with Tracking, Escalation and Confirmation to Staff on Duty
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.
ALERT OPTIMIZATION
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.