Report Scheduler for Microsoft Dynamics CRM Online and On-Premise

Report Scheduler add-on

WORK 365’s Dynamics 365 Report Scheduler add-on enables easy scheduling of CRM data and works for CRM Online as well as On-Premise.

Using WORK 365’s Dynamics 365 CRM Report Scheduler solution, you can automatically send reports (CRM View) via email to your colleagues, executive management and non-CRM users in a recurring weekly or monthly pattern.

Benefits of Report Scheduler 

Some user scenarios where scheduling can help in providing useful business insight and create a proactive engagement are:

  • Daily report of new leads
  • Opportunities nearing the established closed date
  • Opportunities won this week
  • Cases created or resolved this week
  • Contracts expiring next month
  • Contacts having birthday in next day / week / month

How Report Scheduler Works

report scheduler email received

 

The best part of using report scheduler is that there is no additional effort needed to create CRM SSRS reports…as report scheduler uses CRM Views which can be easily created or modified using CRM Advanced Find.

With the release of new Version 11 of report scheduler, we have also added the functionality to deliver data via attachments – CSV or TXT files which can be directly opened in Microsoft Excel.

To receive the CRM View data as CSV attachment, below 2 additional configuration settings need to be performed:

  • Check the Attachment option
  • Select Render format as CSV or TXT

 

report scheduler crm view

 

Report Scheduler already sends the CRM View data to inline in email body in the tabular format. The additional CSV attachment option allows the users to directly open data in Microsoft Excel.

Further, this can also be useful where there is a need to extract data for backup purpose (for creating snapshot) on a regular automated basis.

If you have an existing version of report scheduler already installed then refer instructions mentioned in KB article “2.18 Upgrading to a higher version” for backing up and restoring existing scheduled records.

 

 

CRM Dynamics is a great platform to build CRM solutions for small business to an enterprise organization.

To enhance the Dynamics CRM platform, add-ons from different partners provide a great way to improve the user experience and improve productivity.

Copy Records in Microsoft Dynamics CRM – Record Clone

Even though Microsoft Dynamics 365 CRM is packed with functionalities and features, there are a few gaps, which if overcome, could increase your CRM productivity and double the fun of working with it.

One of such limitations is, repetition of work due to missing record-copying or cloning functionality!

Record Clone Add-on

record clone or record copy allows you to replicate any record (Lead, Account, Contact, Opportunity, Product, Quote, Order, and Invoice) in Microsoft Dynamics CRM 2011.

You can just select the record you want to copy and hit ‘clone’ to clone or copy such entity along with its related entities and avoid reworking on a similar Quotation (along with its product lines), Order or Invoice record.

record clone

 

How to Clone or Copy a custom record along with its related entities:

Copying of Custom Record and their related entities:

In order to copy Custom and their related entities, we need to make certain configuration settings. Let’s take an example as below:

related-entities_4

 

Here “Equipment” is the Parent entity and has an “N” number of related “Installed Accessories”. So when we copy an “Equipment” record, we would also like to clone its related “Installed Accessories”.

Navigate to: SettingsClone Related and create a new record as shown below:

active clone related config

Apart from this, we need to register the Clone plugin and also modify the XML file to show the Clone button in the ribbon. This has been explained very well in the user guide. If you need any help with deployment & configuration then our team is always there to help you!! Email us @ [email protected].

How to exclude fields that you do not want to copy:

Functionality to exclude fields that should not be cloned:

In order to exclude certain fields from cloning:

1. Navigate to Settings ➤ Clone Exclude

2. Enter the entity name and comma-separated list of field names that need to be excluded from cloning as shown below:

clonexclude_2

 

In this example, when an Accounts record is cloned, then the “account number” and “emailaddress1” fields will not be cloned.

Record Clone / Record Copy works both in on-premise and online versions.

CRM Dynamics is the great platform to build CRM solutions for small business to an enterprise organization. However, to enhance the platform, dynamics add-ons from different partners provide a great way to improve the user experience and improve productivity.