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. Given the ubiquitous need for reporting and […]
Earlier in this space, we reviewed why anyone who wants to streamline the data delivery process should consider installing the Report Scheduler add-on for Dynamics CRM. The features of the Best Reporting App have been built specifically to address the pain points of regular data reporting experienced by any Dynamics CRM user. Recurring and Automated […]
Work 365 announced the launch of a new add-on for Dynamics CRM called ‘Email to Case Automation’ that enables automatic generation of support cases in CRM from emails. Email to Case Automation add-on for Microsoft Dynamics CRM allows companies that provide email based support to automatically create cases in CRM and route them to the appropriate support […]
Microsoft Dynamics 365 CRM is a great platform for small businesses and large enterprises alike. Whether online or on-premise, Dynamics provides effective solutions to a variety of functions, including sales, finance, account management, HR, and others. Building on this strong platform, the Report Scheduler for Microsoft Dynamics CRM enables easy scheduling of CRM reports, letting you automatically […]
Work 365 Email to Case Automation solution provides a very advanced level functionality for automated email to case creation as compared to the out-of-box that is available in CRM. For more details refer my earlier blog – Email to Case – limitations and comparison with Work 365 solution. We have observed that customers occasionally send emails directly to […]
Automatic Reporting is Need When it comes to Microsoft Dynamics 365 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, […]
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