GDA — Alert Management
Automate your ERP monitoring and reduce operational reporting time by up to 70%
Receive alerts, reports, and key events from Dynamics 365 directly in your email, without manual searches or third-party dependencies. Request a free personalized DEMO and discover how information reaches the user without the user having to search for it.
THE CHALLENGE
Critical information is no longer immediate
As an organization grows and operational complexity increases, access to critical information is no longer immediate and becomes dependent on manual processes within the ERP. In environments such as Microsoft Dynamics 365, it is common for teams to invest recurring time in querying data, generating reports, or validating statuses.
This typically translates into situations such as:
- Repetitive access to D365 to query the same data
- Dependency on users or departments to obtain information
- Delays in detecting incidents (expirations, data errors)
- Manual data export to Excel or email distribution
- Lack of continuous visibility on key indicators
The result is clear:
- Companies managing parallel controls outside the system
- Increased operational cost
- Constant internal interruptions
- Late detection of errors and inconsistencies
- Reactive decision-making, not proactive
Root Cause
This scenario does not respond to a technological limitation, but to an inefficient ERP usage model. The main causes are typically:
- Lack of automation in information generation and distribution
- Processes designed to “query” rather than “receive” information
- Complexity in configuring dynamic reporting
- Dependency on developments or third parties to extract data
- Absence of proactive alert mechanisms
The result is reactive system usage, where information arrives late or requires unnecessary effort to be obtained.
THE SOLUTION
An event engine that transforms D365 into a proactive tool
Revertis’ GDA (Alert Management) solution transforms this operational model.
Instead of searching for information within D365, the system detects, processes, and automatically sends it to the user at the right time.
Programmable queries
Configuration of programmable data queries on D365.
Corporate messages
Generation of automatic messages in corporate HTML format.
Rules and recipients
Information distribution according to rules and recipients.
Direct access
Direct links to details in D365 from each alert.
Proactive detection
Early detection of errors, expirations, and inconsistencies.
Historical evolution
Traceability and data evolution over time.
OBJECTIVE
The logic changes: information reaches the user, not the user to the information.
Transformation
From a reactive ERP to a system that alerts before the problem appears
Before
Manual and recurring ERP access
Fragmented information dependent on third parties
Late incident detection
Interrupted operational processes
After
Automatic reception of relevant information in real time
Direct access to details with a single click
Early detection of errors and inconsistencies
Reduction of administrative tasks
Greater focus on decision-making and less on querying
WHAT'S INCLUDED
Comprehensive coverage across the Dynamics 365 ecosystem
Alerts and events
- Alerts for expirations and deviations
- Detection of incidents and data inconsistencies
- Proactive notifications on key events
Automatic reporting
- Scheduled queries (batch)
- Periodic operational reporting
- Historical data evolution
Intelligent distribution
- Multilingual and profile-based distribution
- Integration with Outlook and Exchange
- Messages in corporate HTML format
Direct access to D365
- Direct links to details
- Access to records and forms
- Contextual navigation in one click
Scope of application
- Adaptation to all ERP modules
- Indicators: sales, overdue payments, orders, inventory
- Custom configuration by process
How many times a day does your team access Dynamics just to query the same data?
Request a free personalized DEMO. We analyze your most recurring queries and show you how to convert them into automatic alerts.
METHODOLOGY
How we implement GDA in your environment
01
Critical query analysis
We identify what data the team queries and how frequently
02
Alert design
Definition of events, rules, recipients, and format
03
D365 configuration
Installation and configuration of the module on the current environment
04
Validation with real cases
Testing with client data and fine-tuning
05
Activation and scaling
Production deployment and progressive extension to new processes
RESULTS
Tangible results: up to 70% less time on repetitive queries
Implementing GDA generates direct impact on operational efficiency:
- Reduction of up to 70% of time spent on repetitive queries
- Decrease in operational errors resulting from unreviewed data
- Improvement in information quality and consistency
- Acceleration in decision-making
- Reduction of interdepartmental dependencies
In business terms:
- Lower operational cost
- Greater control over critical processes
- Ability to act before the problem appears
SUPPORT
A continuous optimization layer on your ERP
Rule and alert adjustment
Adaptation according to business evolution
Scaling to new processes
Progressive extension to new areas
Organizational changes
Adaptation to structures and reporting
Constant flow
Relevant information continuously
ABOUT REVERTIS
Dynamics AX/D365 Finance specialists since 1999
Since 1999
implementing Microsoft solutions
Official Microsoft Partner
Official certification and accreditation
Complete Microsoft ecosystem
Azure, Power BI, Power Platform, and Dynamics
+15 active implementations
Real capacity to provide references
Focus on business needs
Technology at the service of real operations
