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 […]
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 […]
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