Work with alerts : Microsoft Dynamics Marketing


Microsoft Dynamics Marketing can send automatic alerts to Users and other contacts when certain events occur. For example, a user could choose to receive alerts when tasks become overdue. Alert messages are sent in plain text or in HTML format to email in-boxes and in SMS/Text format to mobile phones. Email alerts often include a hyperlink that enables users to go directly to the item that is the subject of the alert.

To receive alerts, one should have Alert Service installed and turned on by Site Administrator.

To specify alerts for a contact, navigate to contact page, choose Activities and then choose Alerts. Here you can see a list of all available alerts provided by Microsoft Dynamics Marketing. Just select the desired alert by selecting the check box and choose Submit.

Users will not receive alerts for the action they complete. For example, if you change the status of a task to Completed, even if you have the Task Status Change Alert, you won’t receive an alert.

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2 thoughts on “Work with alerts : Microsoft Dynamics Marketing

  1. Yogesh June 30, 2015 / 7:24 pm

    Hi Mandar, where do you see this option in MDM? I navigate to a contact page, then select Activities in Related Information dropdown but after that I dont see any Alerts option.

    Like

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