Instant Notification within CRM
Last updated
Last updated
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Message notifications in LiveChat4Dynamics are the new incoming messages that you receive within the Dynamics platform. These notifications play a crucial role in keeping users informed, ensuring they can respond promptly to website visitors' inquiries and other important messages.
While navigating from entity to entity, if you receive a notification, then the Message bubble on the right-hand side will notify the total count of unread messages.
Consider Ricky is working in Dynamics 365, switching between different customer records. Suddenly, a new message from a website visitor, Sam Spectator comes in. LiveChat4Dynamics instantly alerts with a notification bubble on the right-hand side, showing the total count of unread messages. This way, CRM users will never miss an important inquiry and can respond promptly.
Once the CRM user clicks the Message Bubble, various buttons will be accessible through which the CRM user can directly go to the Message UI.
In case Alex Peter, a CRM User receives a message for the first time in the CRM, Alex needs to either Accept or Dismiss the message.
Once Accepted, future messages from the same contact will be prompted as View Message.
Once Dismissed, the message no longer appears in the notification panel of logged-in users until a new message is received. However, the notification remains in the notification panel for other team members.
Note: Message notifications are fetched when the model-driven app is initially launched. However, if a user remains on a page for an extended period, new notifications will not be fetched until the user navigates to a different page.
For further queries, reach out to us at crm@inogic.com