How to Ensure Users Never Miss Important Info inside Microsoft Dynamics 365 for Sales CRM
How to Ensure Users Never Miss Important Info inside Microsoft Dynamics 365 for Sales CRM
Use pop-up notifications for accounts!
I work with a lot of salespeople who often ask me how to get important information about their accounts across to their managers or other sales team members in Microsoft Dynamics 365 for Sales.
“
A pop-up notification is not something that a user could miss when they come to the record.
”
Let’s say there was something big happening with an account. Maybe we are about to close a $100,000 sale and we want all users to be aware of this before interacting with the account to make sure that they treat the account very well.
I want to be sure the other members of my sales team never miss important info inside Microsoft Dynamics 365 for Sales when accessing this important account.
We actually have a Microsoft Dynamics 365 add-on that creates alerts like this called Pop-Up Notifications for Accounts:
In this example, I’m focusing on one of our demo accounts. Let’s say we are about to close that $100,000 sale with ABC Skiing Jams. You can see our add-on has added a multi-line text field to the account view, so I can add in whatever notification I want.
I just want to say, “High Alert! Note that we are about to close a big 100k deal with customer. Treat very well!” I want to put this note in as a salesperson so that my inside sales team, my customer service, my sales manager, and other sales folks know that this is an important account as soon as they come to this record.
I enter the pop-up notification into the Pop-Up Notification field, and if I refresh the page or come back to this customer, then I will see that pop up notification before I can interact with the record.
Let’s say we do a quick search as if we were customer service. We are pulling up the ABC Skiing Jams record because they just called us. I can do a quick search to find the account. When I click on the account and come into the record, I get a nice pop up window that’s letting me know, in my face and very boldly, “High Alert! Note that we are about to close a big 100k deal with customer. Treat very well!”
Then I have to dismiss by clicking OK on the notification for it to go away. A pop-up notification is not something that a user could miss when they come to the record.
If I need to change the notification message, I can go to the record, click on the multi-line text field again, remove the contents, and change them. If you want, you can use field security to lock down the Pop Up Notification field and limit it to certain users who would be putting these notifications on the account level. It’s really easy to use!
Hopefully, this will ensure your team will never miss important info inside Microsoft Dynamics again.
Want Pop-Up Notifications for Your Accounts?
Pop-Up Notifications for Accounts is available as part of our Microsoft Dynamics 365 Core Productivity Bundle!
CRM is most valuable when using automation tools that keep your salespeople informed and proactive. If you aren’t using Microsoft Dynamics 365 to automate any of your business processes or set reminders for your team, you aren’t maximizing the value of your CRM investment!
The Azamba Core Productivity Bundle automates repetitive but important tasks that might otherwise fall through the cracks when left to people who can get busy, get sick, or simply forget to follow up. It also sets reminders to ensure your team know what they need when they need it.
The Core Productivity Bundle by Azamba is available for standalone purchase, or free to OnTrack Premium and Preferred customers!
Webinar: Increase your revenue through Cross-selling!
Learn how partnering can help you grow your business AND the benefits of offering more products and services to your clients WITHOUT the expense of building a new practice. Your clients need different technologies to run their businesses, unfortunately, you can't...
Webinar Recording: Get Marketing Smart
Join Peter Wolf, President - Azamba and Cheryl Salazar, Partner & EVP Channel & Marketing Strategy - The Marketing Group for Episode 2 of our Webinar Series: Partnering for Success | Better Together, as they talk partner marketing! The Partner...
How to Create Your Own Dynamics 365 Sales Demo
Try a Microsoft Dynamics 365 Sales Demo todayAll you'll need to see the CRM capabilities that Microsoft has to offer is simply an Office 365 account. Your demo enironment will be available for 30 or 90 days. Follow the instructions below to try out Dynamics 365 Sales...
Use Workflow, Automation, and Templates to Streamline Operations with CRM
How can you make common tasks dead simple for your account managers to perform? Most people see CRM as merely a giant data repository ... which it is. It helps you bring all your data together and get out of silos, stop using Outlook, spreadsheets, accounting data,...
Drive More Value with Your CRM by Eliminating the Noise
Is your CRM system helping your account managers to reach their goals? If you are embarking on a new CRM implementation or have had a system for years, some simple strategies can increase your success. This will make your account managers and sales reps more...
Microsoft Dynamics 365 Old Interface is Going Away – Are You Ready?
What does the new Unified Interface mean for you?
Optimize CRM during a Slowdown with These 6 Tips
It’s time to clean your digital house.
3 Simple CRM Strategies to Optimize Your Remote Office During COVID-19
It’s time to reframe what it means to work together.
How to Assign a Security Role to a User in Microsoft Dynamics 365
Assign or change security roles in 6 simple steps
An Easier Way to Boost CRM Value
Introducing Boosters for Microsoft Dynamics 365 and Sage CRM!
Mariam Florio is the director of CRM implementation at Azamba. She helps new users get up-and-running with their CRM solutions, and experienced users get more out of their systems.
Mariam has been a consultant in the software space for 16 years, and has spent the last 11 focused exclusively on CRM. She delivers intelligence, friendliness, and efficiency in every customer interaction.
Related articles:

How to Create Your Own Dynamics 365 Sales Demo
Try a Microsoft Dynamics 365 Sales Demo todayAll you'll need to see the CRM capabilities that Microsoft has to offer is simply an Office 365 account. Your demo enironment will be available for 30 or 90 days. Follow the instructions below to try out Dynamics 365 Sales...

Use Workflow, Automation, and Templates to Streamline Operations with CRM
How can you make common tasks dead simple for your account managers to perform? Most people see CRM as merely a giant data repository ... which it is. It helps you bring all your data together and get out of silos, stop using Outlook, spreadsheets, accounting data,...