Notification of activity changes in Dynamics CRM 4.0

There's a Windows desktop app that I've been using named "Check&Get" that notifies me when someone modifies content on any of about 100 websites that I follow. Once each day, I go to Check&Get and can see what websites have significant content changes. This is especially helpful to keep up on blogs.

Today, I found another use for Check&Get. I work at Altriva Solutions and last year I helped create an "ISV" application for CRM 4.0 (on-premise and online) named "CRM Activity Summary". This application brings together all activities, notes, attachments, e-mails, etc. for any account, contact, opportunity, case, etc. and displays that content on one page. For example, if I'm looking at the account form for one of our clients I can see all activities, e-mails, notes, etc. for that account and all connected contacts, opportunities, and cases -- all on one page!

Since Check&Get can monitor any web page, and Altriva CRM Activity Summary can construct a web page of all rolled-up activities for an account record in CRM, my thought was that perhaps I could point Check&Get at the CRM Activity Summary page for the accounts I work with and let it tell me when anything has changed. It worked! I now have complete and timely visibility into several clients' activities and will know within minutes when anything has changed and can act (or not) as appropriate.

Let me know if you'd like more information about the Altriva CRM Activity Summary application or the Check&Get and Activity Summary "mash-up". It actually took me longer to write this blog post than it did to get that mash-up working... so if you need a quick and easy way to keep on top of CRM changes then this is one more way to do it.