Keeping your team aligned and your customers informed requires fast, consistent communication. That’s where automated notifications in Dynamics 365 come in. These real-time alerts eliminate manual follow-ups, prevent delays, and help your team stay focused on high-value tasks.
In this guide, we’ll show you how automated notifications work, how to set them up, and where they can drive the most value across your business. Never miss a beat again!
What Are Automated Notifications in Dynamics 365?
Dynamics 365 automatically sends notifications when real-time events occur. Users receive instant updates through email, in-app messages, or mobile alerts—no manual steps required. From lead follow-ups to case escalations, automated notifications in Dynamics 365 ensure the right people know what’s happening—right when it happens.
»New to Dynamics 365? Start with our Ultimate Guide to Microsoft Dynamics 365 to learn the basics of the platform.
How to Set Up Automated Notifications in Dynamics 365
There are several ways to set up automated notifications in Dynamics 365 based on your business needs:
Power Automate Flows – Create low-code workflows that trigger alerts when records change or meet specific criteria.
Classic Workflows – Use Dynamics 365’s built-in tools to send emails, create tasks, or trigger escalations.
In-App Alerts – Highlight urgent issues directly inside the system with visual cues.
Before you can use in-app notifications, you need to enable the feature in your model-driven app:
- Visit make.powerapps.com
- Open your app and select Edit
- Click Settings → Features
- Enable In-app notifications
- Save and publish the app
First, enable in-app notifications
Once enabled, you can trigger in-app alerts using Power Automate with the “Send in-app notification” action. Visit the Power Platform Community for more information on Generating in-app notifications within Dynamics 365 using Power Automate Flow.
Want help setting this up? Schedule a free consultation with enCloud9.
Real-World Use Cases for Automated Notifications in Dynamics 365
Here are examples of how businesses use automated notifications in Dynamics 365 to improve efficiency:
Sales: Notify reps when a lead goes cold or an opportunity is stalled.
Service: Alert teams when a case is escalated or SLA is at risk.
Marketing: Trigger internal alerts when a form is submitted or a contact engages with content.
Project Management: Notify project owners when milestones are due or delayed.
Finance: Alert the billing team when a quote is accepted or an invoice is overdue.
»Want to go even further with sales alerts? See how AI-based lead scoring helps prioritize follow-ups
Personalizing Notifications with Templates
Dynamics 365 makes it easy to personalize notifications using templates and dynamic content. You can automatically include:
Customer names and contact info
Opportunity values or due dates
Record links for fast follow-up
You can send these messages to internal teams or customers, triggering them at the exact moment they’re needed.
»Want a fast-track to smart automation? Check out our Dynamics 365 Accelerators for prebuilt workflows and ready-to-go configurations.
Best Practices for Automated Notifications in Dynamics 365
Make sure your alerts are helpful—not annoying—by following these tips:
Keep them brief: Focus on action and context.
Use segmentation: Tailor messages based on user role, region, or customer type.
Prioritize high-value alerts: Avoid over-notifying.
Use analytics: Monitor response rates and adjust timing or content.
Test regularly: Confirm your triggers are firing when and where they should.
»Want more ways to automate customer touchpoints? Watch our video series on Dynamics 365 marketing tools to learn how to automate campaigns, emails, and lead engagement using built-in features.
Let enCloud9 Help You Automate Smarter
At enCloud9, we help businesses automate smarter with Dynamics 365. Whether you’re building notifications from scratch or need to streamline your existing workflows, we’ll guide you through best practices and deliver tailored solutions.
»Ready to boost productivity with automated notifications in Dynamics 365? Let’s talk. We’ll show you how to streamline operations and improve visibility with smart, timely alerts.
The post Never Miss a Beat With Automated Notifications in Dynamics 365 appeared first on CRM Software Blog | Dynamics 365.
