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Netiks Smart Notifications
for Microsoft Dynamics CRM

Smart Notification on Contact Screen
Solution Overview
The Smart Notifications work like sticky notes. They draw your attention on important matters related to customer profiles, behavior or transactions.
These could be missing information on a KYC form, a relevant lifestyle event, or a missed deadline in a case resolution for example

Business Features
Smart Notifications are displayed based on business rules which are defined easily and generically: customer email address is empty, credit card was collected but not yet activated, customer is traveling to Europe next week, or monthly bill amount has been declining since 6 months.

Smart Notifications are split into levels: “Information”, “Warning” and “Critical”. They can be embedded in any CRM screen where they call for action, highlight information and enable a user to write-in a new notification and set its expiry date.

Technical Description
Smart notifications are the result of predefined rules and can be displayed in any entity. A non-technical user can configure notifications by building the related queries, setting their level (Critical, Warning, or Information) and writing static or dynamic display messages. When a user opens the CRM record, the list of matching notifications will be displayed with the possibility to add write-in notifications and set their expiry date. A grouping between records is available to display the count of matches in the message.

Setting a notification on a case level listing the number of overdue tasks per user

Smart Notification on Case Screen

An API is also provided to use the Smart Notifications engine in other applications.
Detailed Features
- Configure notifications based on dynamic queries
- Deactivate notifications
- Set notification level (Critical, Warning, or Information)
- Configure multiple displays for the same notification to show on different entities
     (Ex: Overdue Task can be displayed on Task entity as well as on Case entity).
- Grouping functionality is available to show the count of matching records
- Set static or dynamic message to show for each display
     (Ex: (!Count:) overdue tasks for (!TaskOwner:) -> 4 overdue tasks for James)
- Create manual notification with expiry date
- Web resource that can be added to any entity form
- Available API that can be called from other applications
- Logging API calls and results
- Supported in a Load balancing environment