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 CRM updates to their SIGNL4 team. This is suggested especially for managers and leadership who want to be aware of daily team actions.
Use custom settings in Dynamics 365 to forward specific alerts and event details to your team
Communicate in real-time about ongoing customer situations via in-alert ChatOps
A Dynamics 365 subscription and Microsoft Azure account are needed to access CRM and Logic Apps
Watch the tutorial video 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.