Add Critical Alerts to Any Dynamics 365 Record - With or Without Workflow
Alerts gives Dynamics 365 the missing notification feature - record-level alerts that pop up the moment a user opens a customer, case, or any record. Three alert levels (Information, Warning, Critical) with color coded icons. Works on standard and custom entities. Configurable expiration dates. Simple setup, no Power Automate required.
Alerts
CRM Alerts Overview
Alerts solves a small but constant problem in Microsoft Dynamics 365: critical context about a customer or record gets buried in fields and notes that nobody reads. Alerts surfaces that information - automatically. The moment a user opens a record, an alert pops up with the warning, instruction, or critical detail they need to know. Three alert levels (Information, Warning, Critical) with color coded icons make priority instantly obvious. No more buried context, no more missed warnings.
Unlike heavyweight enterprise notification platforms, Alerts is intentionally simple. Configure alerts directly on records - no workflow design, no rule engines, no complex setup. Works on any CRM entity, standard or custom. Set optional expiration dates so alerts retire themselves. Deactivated alerts stay in the system as templates for future use. The result: alerts that actually get used because they're easy to create, not just easy to ignore.
Features
In-Form & Pop-Up Alerts
Alerts appear the moment a user opens the record - either as a pop-up notification or an inline form notification. Configure per alert how it should display.
3 Alert Levels
Information, Warning, and Critical - each with its own color coded icon. Users instantly recognize severity without reading every alert.
Works on All Entities
Configure alerts on Accounts, Contacts, Cases, Opportunities, Leads, or any custom entity. No entity-specific configuration needed - point and click setup.
Simple Setup, No Workflow Needed
Add an alert directly on a record in seconds. No Power Automate flows to design, no rule engine to configure. Just type the message and pick a level.
Optional Expiration Dates
Set alerts to expire automatically after a date. No more outdated warnings cluttering CRM records months after they should have retired.
Reusable Alert Templates
Deactivated alerts stay as templates. Reactivate when the same situation comes up again. Build a library of common alerts your team can reuse.
Alert History
View when alerts were created, by whom, when they expired, and any reactivation history. Full audit trail for compliance teams.
Workflow Compatible
While Alerts works without workflow, it's also compatible with Dynamics 365 workflows and Power Automate for advanced scenarios - escalation paths, conditional alerts, or scheduled notifications.
Pricing & Licensing
The Most Honest Pricing in the world
You get full access to the platform, regular enhancements, and reliable support, so you can focus on growing your business without worrying about unexpected charges or complicated licenses.
Organization
$249.00
Base per CRM Organization
User
$0.00
Per CRM Licenced/Enabled User
1st Year Maintenance Included
Annual 25% Maintenance Fee for Upgrades, Enhancements & Support
Downloads & Documentation
Download guides and resources for setup, configuration, and updates. Access all documentation needed to ensure smooth installation and performance.
Documentation
Alerts Flyer
1-page overview (PDF)
Alerts User Guide
Setup & usage guide (PDF)
Download and License
Alerts for Dynamics 365
1 Pages Pdf 349KB
Alerts Solution – 2011-2013
Managed Solution ZIP - Legacy CRM support
Alerts Solution – 2013–2015
Managed Solution ZIP - Legacy CRM support
Alerts Solution For CRM 2016
Managed Solution ZIP - Legacy CRM support
Note -Unzip files before uploading to CRM. For licensing, please email us with your company email signature
Support & Maintenance
Email-based or Live Web Installation & Usage Support
One Hour of 24/5 Implementation Support included
Annual maintenance covers all feature updates and customer support
Partner Programs
OEM Partnership Options
Bundle Alerts inside your own Dynamics 365 vertical solution or service offering. Add notifications without rebuilding from scratch.
NFR Licensing
Free internal licenses for partners running demos, POCs, and customer trainings.
Custom Development
Tailor alert behavior, trigger logic, escalation flows, or integrate with Power Automate for advanced notification scenarios.
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Frequently Asked Questions
How do I add notifications to Dynamics 365 records?
Native Dynamics 365 has limited record-level notification support. MTC’s Alerts add-on adds in-form notifications and pop-ups that appear the moment a user opens a record – with three severity levels (Information, Warning, Critical) and color coded icons.
Does Alerts work on custom entities?
Yes. Alerts works on any CRM entity – standard ones (Accounts, Contacts, Cases, Leads, Opportunities) and any custom entity you’ve built. No special configuration required per entity.
What's the difference between Alerts and Power Automate notifications?
Power Automate notifications are workflow-driven and require flow design – good for complex scenarios but overkill for simple record-level warnings. Alerts is configured directly on records, no workflow needed – perfect for static warnings, customer-specific instructions, and team notes.
How is MTC's Alerts different from Inogic Alerts4Dynamics?
Alerts4Dynamics is a feature-rich enterprise notification platform with multilingual support, snooze, scheduling, and more. MTC’s Alerts is intentionally simpler – record-level alerts with three severity levels, pop-ups, and expiration dates. If you need basic alerts that just work, MTC’s Alerts is faster to set up and lower cost.
Can alerts expire automatically?
Yes. Set an optional expiration date when you create the alert. After that date, the alert automatically deactivates – no more outdated warnings cluttering your CRM records.
Can I reuse alerts as templates?
Yes. Deactivated alerts stay in the system as templates. When the same situation comes up again, reactivate the alert instead of creating a new one. Build a library of reusable common alerts.
Does Alerts work with Dynamics 365 Online?
Yes. Alerts is fully compatible with Dynamics 365 Online, On-Premise, and Power Platform model-driven apps.
Who typically uses Alerts?
Customer service teams flagging VIP customers or special handling instructions. Sales teams marking accounts with credit holds or pricing exceptions. Service teams adding warnings to cases that need careful handling. Compliance teams attaching regulatory notices to specific records.