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    Microsoft Dynamics Email to Case: An Integral Partner for Report Scheduler
    0 Microsoft Dynamics Email to Case: An Integral Partner for Report Scheduler

    The Report Scheduler add-on for Microsoft Dynamics CRM enables easy scheduling of CRM reports, thus eliminating the need for manual creation and delivery of critical CRM data. It is a vital tool for any enterprise looking to save administrative time, regardless of whether their CRM instance is on-premise or online.

    Microsoft Dynamics 365 CRM Best Reporting App
    0 Microsoft Dynamics 365 CRM Best Reporting App

    Recurring and Automated Report Delivery for Dynamics CRM
    It is no secret that actionable data and information is the fuel for the daily professional lives of sales, finance managers, IT technicians, and a variety of other positions, not the least of which is senior management. Custom CRM reports, dashboards, and scorecards provide a quick and easy snapshot of KPIs that have been deemed critical to the success of any organization. With the Report Scheduler add-on for Dynamics CRM, custom-identified data can be delivered instantly to any mailbox with a frequency selected by the user. 

    Let Your CRM Data Talk To You - Automatic Report Generating Tool
    0 Let Your CRM Data Talk To You - Automatic Report Generating Tool

    When it comes to Microsoft Dynamics CRM, the most common pain points are user adoption and reporting. The inability to automate the delivery of actionable, relevant data on a regular schedule requires average users to be experts. Regardless of whether you use Dynamics as a sales manager, a finance professional, or an IT administrator, you’re likely to have encountered this frustration at some point. With the growing importance of “big data”, the need for on-time delivery of reports – as opposed to digging for specific data points – is that much greater.

    Creating Quote as PDF document in Microsoft Dynamics 365 CRM with just 1 click
    0 Creating Quote as PDF document in Microsoft Dynamics 365 CRM with just 1 click

    The usual way of generating quotation document in Microsoft Dynamics CRM is either using a lengthy word mail merge process or by creating the quote template as an SSRS report and then running the report and exporting the document in PDF.

    Let’s evaluate the number of steps required for generating a quotation document using SSRS report approach:

    Email To Case Automation Overview with Various Features and Functionalities
    0 Email To Case Automation Overview with Various Features and Functionalities

    We use Cases in Microsoft Dynamics 365 CRM to track issues or problems that need resolution. When a constituent sends an email to support mailbox (to an address you designate), Work 365 Email to Case Automation add-on automatically creates a Case in CRM and auto-populates Case fields from email body. To understand the business benefits and the high-level process flow for Email to Case Automation, please refer my earlier blog "Microsoft Dynamics 365 CRM Service Automation - Email to Case".

    Simplify Office 365 Environments by Delegating Administrative Privileges
    0 Simplify Office 365 Environments by Delegating Administrative Privileges

    How to customize management of multiple domains using WORK 365’s Delegated Admin App for Office 365 

    The larger your company, the more domains your IT department will likely be managing. And while Microsoft’s Office 365 has made overseeing user access and privileges for global administrators ...

    Tools and Techniques to Reduce Dynamics 365 CRM Cloud Migration Effort
    0 Tools and Techniques to Reduce Dynamics 365 CRM Cloud Migration Effort

    Tools and Techniques to Reduce Dynamics 365 Cloud Migration Effort (on-premise to online)

    Over the last several years the SaaS versions of applications like Dynamics 365 have been the focus of product management departments at companies such as Microsoft. The online versions receive the pro...

    Make Your Data Work for You: The Answer to Microsoft Dynamics 365 CRM Data Retrieval
    0 Make Your Data Work for You: The Answer to Microsoft Dynamics 365 CRM Data Retrieval

    A common challenge for many Microsoft Dynamics 365 CRM users is the retrieval of “Reports” on a consistent and customizable basis. Not everyone who needs certain data sets has the necessary skills or knowledge to extract what they need, and even for those who are trained, manually extracting data is...

    Copying or Cloning a Dynamic Marketing List in Dynamics 365
    0 Copying or Cloning a Dynamic Marketing List in Dynamics 365

    Most of us using Dynamics 365 CRM would have come across a scenario where we need to re-create a marketing list which is very similar to an existing one.

    0 Downloading or Emailing Microsoft Dynamics CRM reports as PDF, word or excel document in just 1 click

    One common issue with Microsoft Dynamics CRM is generating reports and extracting that data into a pdf document format. This is process is cumbersome and involves a lot of steps and clicks. It can take about 13 clicks to expoort a quote to PDF from CRM report and then finally getting a chance to sen...