Notify365 Add-On Webinar Details
Title
Notify365 Add-On for Microsoft Dynamics 365 CRM
Description
In this webinar, we introduced Notify365, a no-code notification management add-on designed to simplify how organizations handle alerts and email notifications in Microsoft Dynamics 365 CRM.
This replaced the need to rely on Power Automate flows, workflows, or custom development with a simple, ready-to-install solution. Notify365 allows users to configure event-based notifications directly within CRM using a structured and controlled approach. Our Dynamics 365 add-on overcomes the shortcomings of out-of-the-box features, adding productivity, saving time, improving accuracy, and maintaining compliance with organizational requirements.
Date & Time
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About This Event
Managing notifications in Microsoft Dynamics 365 often becomes complex as systems grow. Teams rely on multiple workflows or automation flows, which can be difficult to maintain and track over time. Notify365 is designed to address this challenge by providing a centralized, CRM-native way to configure and manage notifications without coding.
During this session, we demonstrated how organizations can simplify notification management using event-based triggers, precise filtering, and dynamic recipient configuration — all within Dynamics 365. The session focused on practical scenarios across sales, service, and operations where timely notifications directly impact response and decision-making.
The webinar was led by our Co-Founder & CTO, Mr. Nikhil Gahlot, who shared practical insights from real implementations and explained how structured notification management improves system reliability and user adoption.
In this session, you learned how to:
- Configure notifications based on record events such as create, update, delete, or field-level changes.
- Apply precise filtering logic using FetchXML to ensure notifications are relevant and targeted.
- Dynamically select recipients using record relationships like owner, teams, and lookup fields.
- Send structured email notifications using existing Dynamics 365 email templates.
- Track notification history within CRM for visibility, accountability, and troubleshooting.
- Manage notification rules without relying on Power Automate, workflows, or custom development.
Notify365 Webinar Frequently Asked Questions
Yes, the session included a practical demonstration of configuring notification rules, defining triggers, and sending email notifications within Dynamics 365.
Yes, Notify365 allows you to configure recipients dynamically using record ownership, lookup fields, teams, and other relationships.
No, Notify365 is designed as a CRM-native solution, so notifications can be managed without relying on external automation tools.
Yes, all notifications are logged within Dynamics 365, providing complete visibility and audit tracking.
Yes, a customized walkthrough can be arranged for your team. You can email us at [email protected] or fill out the form; our team will get in touch with you as soon as possible.
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