Copying or Cloning a Dynamic Marketing List in Dynamics 365

Reading Time: 2 minutesWhy Cloning a Marketing List Needs In Microsoft Dynamics CRM, Marketers works with data constantly and need to segment this data using filters from various fields. These filters are used to build marketing lists. Dynamics 365 uses Dynamic Marketing Lists which essentially means that members of this list itself are queried dynamically to satisfy the filter conditions. So […]

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Downloading or Emailing Microsoft Dynamics CRM reports as PDF, word or excel document in just 1 click

Reading Time: 3 minutesOne common issue with Microsoft Dynamics CRM is generating reports and extracting that data into a pdf document format. This is process is cumbersome and involves a lot of steps and clicks. It can take about 13 clicks to export a quote to PDF from the CRM report and then finally get a chance to send it […]

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Microsoft Dynamics 365 CRM Service Automation – Email to Case

Reading Time: 3 minutesE-Mail to Case Automation Email to Case Automation involves converting inbound emails received at your companies support or sales mailbox directly into a support ticket or case in CRM. Now, the first question that comes to mind is why we need to automate the conversion of email to the case? The traditional approach in CRM would […]

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Report Scheduler for Microsoft Dynamics CRM Online and On-Premise

Reading Time: 2 minutesReport Scheduler add-on WORK 365’s Dynamics 365 Report Scheduler add-on enables easy scheduling of CRM data and works for CRM Online as well as On-Premise. Using WORK 365’s Dynamics 365 CRM Report Scheduler solution, you can automatically send reports (CRM View) via email to your colleagues, executive management, and non-CRM users in a recurring weekly or […]

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Copy Records in Microsoft Dynamics CRM – Record Clone

Reading Time: 3 minutesEven though Microsoft Dynamics 365 CRM is packed with functionalities and features, there are a few gaps, which if overcome, could increase your CRM productivity and double the fun of working with it. One of such limitations is, repetition of work due to missing record-copying or cloning functionality! Record Clone Add-on A record clone or record copy allows you […]

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