How Push Notifications Drive Faster Sales Decisions in Dynamics 365

Push notifications in the Dynamics 365 Sales mobile app help sellers stay informed and take timely action on important updates, even when they are away from their desks. These notifications are automatically triggered by key events—such as lead assignments, opportunity updates, or meeting reminders—and are delivered directly to a user’s mobile device. Integrated with Power Automate, these alerts can be customized to suit business workflows, ensuring that only relevant and high-priority information reaches the user. This feature enhances responsiveness, promotes proactive engagement, and ensures that sales teams remain connected to customer data and activities in real time.



What Are Push Notifications?

Push notifications in the Dynamics 365 Sales mobile app are real-time alerts that pop up on your mobile device — just like text message or email notifications — to keep sellers updated about important events or actions happening in the system.

They help users stay connected and act quickly without having to open the app manually.

How Push Notifications Work

Trigger Event:
A business process or automation (like a workflow, Power Automate flow, or system event) triggers a notification.
Example: When a new lead is assigned, or when an opportunity’s status changes to “Won.”

Notification Generation:
The system generates a message and sends it through the Dynamics 365 Sales mobile notification service.

Delivery to Device:
The notification appears on the user’s mobile device lock screen or notification tray, even if the app isn’t open.

User Action:
Tapping the notification opens the related record directly in the Dynamics 365 Sales mobile app, allowing instant follow-up or action.

Examples of Push Notifications

A sales rep gets notified: “A new lead has been assigned to you.”

A manager receives: “Opportunity ‘Contoso Upgrade’ was closed as Won.”

A user gets a reminder: “Your meeting with Fabrikam starts in 15 minutes.”

How to Enable Push Notifications

Ensure mobile access:
  • Install the Dynamics 365 Sales mobile app (iOS or Android).
  • Sign in using your organizational account.
Allow notifications:
  • On first login, allow notification permissions on your device.
Configure notification triggers:

  • Use Power Automate flows or custom server-side plugins to send notifications.

  • Dynamics 365 admins can configure rules under Settings → Notifications in the app or via the Power Platform Admin Center.

Security and Control
  • Notifications respect user security roles — only users with access to the record receive alerts.
  • Admins can enable or disable push notifications for the organization.
  • Users can control which notifications they want to receive from the app’s settings.
Benefits
  • Faster response times: Sellers can take action immediately.
  • Improved productivity: Reduces missed updates or delayed follow-ups.
  • Better engagement: Keeps sales teams informed in real time, even while away from their desk.
In Short:

Push notifications in Dynamics 365 Sales mobile app ensure that sellers never miss a key update, by delivering timely, contextual, and secure alerts right to their mobile device — helping drive faster decisions and stronger customer relationships.

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