Report Scheduler add-on for Microsoft Dynamics CRM Microsoft Dynamics CRM add-on “Report Scheduler” saves hundreds of hours of Sales and Marketing Teams by automating the reporting task. Work 365 is pleased to announce the release of the latest version of its Report Scheduler add-on for Microsoft Dynamics CRM. Report Scheduler is just one of the many products and […]
Report Scheduler Add-on for Microsoft Dynamics CRM Report Scheduler add-on for Microsoft Dynamics CRM 2016 Online and On-Premise allows easy scheduling of out-of-the-box CRM views, as well as the user, created personal views which can be received in email automatically based on the scheduled pattern. This blog is in continuation of my previous two blogs: Report Scheduling […]
Event Reminder for Microsoft Dynamics CRM Event reminder for Microsoft Dynamics CRM 2016 Online and On-Premise will remind you and your team of important events such as birthdays, anniversaries, expiring contracts, opportunities approaching their close date, daily agenda etc. with automatic reminder emails sent at pre-set times before events. This is my second blog which is a follow-up […]
Report Scheduling and Email Subscription User adoption has been the biggest challenge for CRM implementations and one of the best ways to increase this is by proactively engaging the users with scheduled reports. Instead of relying on the users to log in and find the necessary information, it would be a good idea to directly push the […]
Email to Case Automation Microsoft Dynamics CRM Online and On-Premise have the feature that includes Automatic Case Creation, Managing Entitlements (how much service to provide to customers), Managing SLA’s (First response time, resolution time), Dynamic Routing, Case Merging, Case Hierarchy, etc. A big part of the functionality is the Automation of Emails to Case. For […]
Goal Management in Microsoft Dynamics CRM Motivate your workforce, identify successful programs, do better planning, and grow your business using Microsoft Dynamics CRM Goals Management functionality. Goal Management will allow you to set Sales, Marketing, Service or any business goals (goals is supported even for Custom entities) for your organization. These goals are measurable, time-bound and […]
Solutions
Resources
Reach Us
11710 Plaza America Dr. Suite 2000, Reston, VA 20190, USA
sales@work365apps.com
+1-571-429-5171
|
Benchmark your cloud maturity
|