Microsoft CSP Cost of Doing Business

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Customize Email Template and Add Corporate Logo to Report Subscriptions using Report Scheduler Add-on for Microsoft Dynamics 365 CRM

Reading Time: 2 minutesReport Scheduler Add-on for Microsoft Dynamics 365 CRM Report Scheduler add-on for Microsoft Dynamics 365 CRM 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 the email automatically based on the scheduled pattern. This blog is in continuation of our previous three blogs: Report Scheduling […]

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Work 365 Announces New Release of Report Scheduler for Microsoft Dynamics CRM

Reading Time: 2 minutesReport 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 […]

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Advanced Reporting Options Using Report Scheduler Add-on for Microsoft Dynamics CRM 2016 Online and On-Premise

Reading Time: 4 minutesReport 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 the email automatically based on the scheduled pattern. This blog is in continuation of my previous two blogs: […]

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Event Reminder using Report Scheduler for Microsoft Dynamics CRM 2016 Online and On-Premise

Reading Time: 3 minutesEvent 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 […]

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Report Scheduling and Email Subscription for Microsoft Dynamics CRM 2016 – Online and On-Premise

Reading Time: 3 minutesReport 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 […]

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Microsoft Dynamics CRM : Email to Case – Limitations and Comparison with Work 365 Solution

Reading Time: 5 minutesEmail 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 cases. For […]

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Goals Management and Recreation or Cloning of Goals in Microsoft Dynamics CRM

Reading Time: < 1 minuteGoal 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 are supported even for Custom entities) for your organization. These goals are measurable, time-bound, and […]

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