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 the email automatically based on the scheduled pattern. This blog is in continuation of my previous two blogs: […]
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 cases. 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 are 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 […]
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 an automated email to case creation as compared to the out-of-box that is available in CRM. For more details refer to my earlier blog – Email to Case – limitations and comparison with Work 365 solution. We have observed that customers occasionally […]
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