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

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 to the Report Scheduling functionality for Microsoft Dynamics CRM Online and On-Premise using the custom workflow feature.

To view #SAMPLE REPORTS: Click here

In this blog, I will show you as to how easy it is to schedule reminders for various events that would be important to you!!

 

Birthday and Anniversary Reminder

 

ballon One of the most effective ways to impress your contacts is to remember their birthdays.

A simple wish from you on their birthdays is proven to show your attention to them, leading to personal openness to you and subsequent success of sales.

The problem is how you manage to remember each and every client’s birthday?

Here, we have a solution to do just that: Scheduling a reminder for birthday:

  • Create a View with Contacts regarding whose birthday you would like to be reminded of the system.
  • Schedule this view using report scheduler add-on: select the number of days in advance of the birthday to be reminded, schedule pattern, delivery options, email recipients (as shown below)

ScheduleUpcomingBirthday

Features & Benefits :

  • A user can define the list of contacts whose birthday reminder needs to be received
  • A user can define the number of days in advance of the birthday to be reminded
  • Earliest birthdays are listed first so you know which ones are coming up before others
  • Age \ Anniversary year are automatically calculated and displayed along with contact details

Opportunities Approaching their Close Date

 

Funnel An estimated close date is the date the opportunity is expected to be closed.

Since this date is the base to calculate the forecast, it would be a good idea to set a reminder for all open opportunities that are approaching their close date.

You can create a personal view that would retrieve all the open opportunities that are X days from their close date or those that have already crossed their close date and have the report scheduler add-on notify you so that you could proactively action them!!

Daily Agenda Email

 

Agenda If you have a To-Do task list which is synced with your Microsoft Dynamics CRM 2016 or have any activities with approaching due-date then you can schedule it using the report scheduler add-on and wake-up with your agenda in your email box in the morning!!

Expiring Contracts Reminder

 

SLA By using the report scheduler add-on you can be automatically notified when a contract is about to expire. This will give you time to notify your customers, so that their service arrangement isn’t interrupted, or else they can review the agreement and adjust if necessary. This way you’re providing great customer service by giving them time to consider renewal instead of having the contract simply expire!!

 

In my next blog, I will be showing you how we could add “Advanced Reporting” options such as GroupBy, Sorting, formatting when using the Report Scheduler add-on for Microsoft Dynamics CRM 2011 Online and On-Premise.

 

 

CRM Dynamics is a great platform to build CRM solutions for small business to an enterprise organization. However, to enhance the platform, add-ons from different partners provide a great way to improve the user experience and improve productivity.

 

Check out our other Dynamics 365 CRM Add-ons:

Related Blog Posts –

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

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 data in emails from CRM on regular basis.

We have heard for the quite long time that there is no report scheduling facility available for Microsoft Dynamics CRM 2016 Online and that is quite true.

Further, neither the database nor the reporting server can be accessed directly in the online environment. A possible workaround solution around this limitation could be scheduling of CRM Views using the newly added functionality of Custom Workflows in the online environment.

Let me demonstrate to you as for how easy it is to schedule any CRM data using Report Scheduler add-on for Microsoft Dynamics CRM 2016 Online and On-Premise:

Sample Scenario: A Sales Manager would like to receive a report @4.00pm every day of new leads added to CRM by his team

Step 1: Create a Personal View of Leads with filter condition as: “Created On”: “Today”:

 

reportscheduler3

 

Step 2: Schedule the view for email delivery using the Report Scheduler add-on as shown below:

 

reportscheduler1

 

As shown below CRM data has been received in email both inline as well as in an attachment:

 

reportscheduler2

 

Using Report Scheduler add-on, any CRM user can schedule out-of-box System Views as well as user-created Personal Views and have them delivered regularly in their mailboxes on any scheduled day and time. Some of the features are as below:

  • Interface to set-up recurring and automated email of your CRM data on a periodic basis.
  • Event Reminder (Birthday Anniversary Contract expiry Opportunity close date approaching, etc)
  • Scheduled data back-up in the form of csv or txt files
  • Users can easily receive CRM data in few clicks without any IT support
  • No dependency on separate Report Server
  • Mobile Friendly (option to have the data sent in the body of the email)
  • Direct navigation to CRM views from email via a click link
  • Handles scheduling across multiple time-zones
  • Takes care of all visibility rules set in Microsoft CRM
  • Can send the data even to non-CRM user email addresses (with admin approval)

 

Works with:

  • Dynamics CRM Online
  • Dynamics CRM On-Premise (requires update Roll-Up 12)
  • IFD
  • Partner-hosted

 

ballon Event Reminder: Report Scheduler add-on is a multi-purpose tool and can also be used to 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. For more details, please click here.

 

To view #Sample Reports, Click here

 

 

CRM Dynamics is the great platform to build CRM solutions for small business to an enterprise organization. However, to enhance the platform, add-ons from different partners provide a great way to improve the user experience and improve productivity.

 

Check out our other Dynamics 365 CRM Add-ons:

Related Blog Posts –

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

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 business benefits, considerations and options for implementing email to case automation you can refer my earlier blog: Microsoft Dynamics CRM Spring ‘14: Email to Case – business benefits, considerations and option for CRM 2011 customers.

In this blog I am going to compare and contrast some of the out-of-box Email to Case features with the Work 365 Email to Case solution:

1. Handling Emails received from Unknown Senders

In Microsoft email to case, emails received from unknown senders could either be ignored from case creation or automatically a new contact would be created in CRM and linked to this newly created case.

However, what if you receive a lot of emails from customers and do not want a new contact to be created for each one of them?

With Work 365, Email to Case Automation, emails received from unknown senders could be linked to a configurable dummy account or contact. Also, there is an option to auto-create the contact in CRM and a link to this newly created case.

2. Link New Case Exclusively to Account or Contact based on Configurable Settings

In Spring release of the Email to Case, the email sender of an incoming email is matched against a contact in CRM and if they are found then the newly created case is linked to the parent account of the contact. If the parent account is not found then the case is linked to a contact. So cases are sometimes linked to contact or sometimes to account.

With the Work 365 Email to Case: You can configure this setting to link a case exclusively to the contact or exclusively to the parent account of the contact based on your case management process.

3. Email Spam Protection

We all know that the support addresses like support@ or help@ get a lot of spam. If you do not have a mechanism to filter this spam then you will end up with a lot of junk cases.

In Work 365 Email to Case, you can not only specify the domains and email list that you would like to exclude from case creation but also configure the keywords that would be matched with the email subject (like out-of-office, undeliverable, etc.) and filtered out.

4. Email Loop Protection

If email sender also has a built-in email to case set-up then this may result from an infinite loop of emails and cases.

Work 365 Email to Case has a built-in mechanism to detect and break such loops.

 

 

5. Link an Incoming Email to Existing Case based on Case Number in Email Subject

Microsoft email to case uses the smart matching technique to identify if an incoming email is part of the communication of the existing case. This is not a foolproof mechanism (as customers most of the times modify the email subject) and this may result in duplicate cases in CRM.

Work 365 email to case in addition to smart-matching also provides a very effective “case number search” algorithm, which searches the case number present anywhere in the email subject to all cases logged in CRM. This way even when customer modifies the email subject (but still has case number somewhere in email subject), the add-on will correctly identify the email as part of communication regarding an existing case (and no duplicate case will be created).

6. Copy Contents of Email Body to Case Description

Microsoft Email to Case does not copy the email body content to Case.

Work 365 Email to Case will strip the HTML tags from the email body and copy the contents to the case description for easy reading.

7. Copy Attachments to the Case

Microsoft Email to Case does not copy the attachments to the case.

Work 365 Email to Case allows copying the attachment to the case as well as there is an option to remove the attachment from an email (if needed).

8.  Automatic Case Owner Assignment

Microsoft Email to Case also provides Routing rule in order to set the case owner based on particular condition.

Work 365 Email to Case: in addition to out-of-box “Routing rule sets” also provides a number of different algorithms to automatically set the owner of the newly created case. For example round-robin assignment of cases, assignment of cases to an account\contact owner of the linked case, assignment of cases to a preferred use for an account\contact owner of the linked case.

9. Email Notifications on New Case Creation or New Communication received regarding an Existing Case

Microsoft Email to Case provides a configurable email template for sending an auto-response to the sender of email on case creation.

Work 365 email to case provides 2 sets of notification options:

The external notification provides a configurable email template for sending an auto-response to the sender with an option to have the CC recipient as the owner of this newly created case. This is helpful because the support person in CC… can then directly reply to the sender of the email and the email chain can continue.

The internal notification provides a configurable email template for sending auto-response to your team when a new case is created (with direct URL to the case record in CRM) or new communication is received regarding an existing case.

10. Event Logging

Work 365 Email to Case provides a very detailed event logging which can help you diagnose any anomaly easily. We have some customers who use more than 20 different incoming support queues and are constantly bombarded with emails…this event logging feature has been a lifesaver to easily troubleshoot any issues and take corrective steps immediately.

 

 

Below is a tabular comparison between CRM 2013 Email to Case and Work 365 Email to Case Solution:

 

Functionality – Email to Case Microsoft IOTAP
Creating case from an email received from unknown senders by creating new contacts in CRM &
linking to the case
Creating case from an email received from unknown senders by linking to a dummy account \ contact
(option to an auto-create case in CRM without the need to create a new contact)
Linking new case exclusively to Account or exclusively to Contact based on configurable settings
Email Spam protection (ability to detect configurable keywords in email subject and stop the creation of the case)
Email Loop protection
Link an email to an existing case by using CRM smart matching technique
Link an email to an existing case based on case number present in the email subject
(smart matching is not very effective in detecting follow-up emails)
Ability to re-open an existing case if the email is received regarding it
Copy contents of email body to case description
Copy attachments from email to case notes (and optional ability to remove the attachments from the email)
Case Owner Assignment using Routing Rules
Case Owner Assignment Options- Round robin, Account\Contact Owner, Account\Contact Preferred User
Auto-Response email notification to Customer on case creation (based on configurable email template)
Auto-Response email notification to Customer marking the Case owner in CC on case creation
(so that the respective case owner could receive the notification too)
Email Template selection
Detailed event logging from the email received to send an auto-response to the customer for easy diagnosis
of an anomaly (an essential tool for troubleshooting)

 

Microsoft has done a good job by bringing email to case creation as a part of standard functionality in CRM.

However, if you find certain gaps mentioned above as critical or good-to-have then feel free to try the email to case add-on from Work 365 store.

 

 

Work 365’s Microsoft Dynamics 365 CRM Add-ons –

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

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 ownership based.

Sample goals:

  • Revenue generated (individual, team, organization-wide)
  • Number of customers added
  • No. of products sold
  • Total number of phone-calls made
  • Number of Leads generated and qualified
  • Opportunity conversion from leads
  • Revenue generation from campaigns
  • Total customer service cases resolved
  • Number of new projects added this quarter (that’s my custom goal)

Goals are time-based and hence need to be re-created every time they expire.

For example, if you have 10 people in your sales team and you define sales goals quarterly then imagine the amount of time you need to spend re-creating it manually every few months.

An easier option would be to directly clone the goal entity record using CRM Clone add-on as shown below:

 

 

CRM Dynamics is a great platform to build CRM solutions for small business to an enterprise organization.

To enhance Microsoft Dynamics 365 platform, different Microsoft Dynamics CRM Add-ons provide a great way to improve the user experience and improve productivity.

Check out our other Dynamics 365 CRM Add-ons:

Related Blog Posts:

Microsoft Dynamics Add-on : Email to Case

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 data from Microsoft Dynamics CRM, functions from finance to sales to IT to senior management will see increased efficiency and productivity with the Report Scheduler tool.

The Email to Case Automation add-on takes Report Scheduler one step further, helping IT functions to streamline their case management systems.

Email to Case Automation for Microsoft Dynamics CRM 2011/2013/2015 helps your company efficiently manage the support process by automatically creating cases from emails and auto-populating case fields from the email body.

 

 

Email to Case improves the efficiency of your internal case management processes by adding the following features to Dynamics CRM:

  • Automatic Email Linking to contact and/or account
  • Support for Multiple Queues – allows for parallel management of more than one case
  • Spam/Loop Protection – eliminates the risk of your support emails begin captured as spam and prevents email loops for accounts with automated responses
  • HTML Email Capability – allows for more professional branded communications
  • Attachments – automatic file attachment to cases eliminates time-consuming manual steps of locating previous histories and information
  • Notifications – the system will trigger alerts for both external and internal users
  • Customization – your organization’s specific field or process requirements can be incorporated to tailor the tool to your business processes

The tool also increases ROI by reducing the number of clicks per response and the overall amount of time required to respond and resolve each case. From a customer’s point of view, the Email to Case add-on for Dynamics CRM Report Scheduler provides them with an improved, more consistent communication process that allows service representatives to respond to them as individuals with a service history.

Microsoft Dynamics CRM is the great platform for small businesses and large enterprises alike. To enhance the platform, however, the Email to Case add-on, coupled with Report Scheduler, is a unique resource that helps users solve common challenges that arise with the out-of-the-box instance of Microsoft Dynamics CRM.

To learn more, begin with a free trial of Report Scheduler for Microsoft Dynamics CRM.

 

 

Work 365’s Microsoft Dynamics 365 CRM Add-ons –

Best Reporting App

Microsoft Dynamics 365 CRM Best Reporting App

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 Report Delivery for Dynamics CRM

It is no secret that actionable data and information is the fuel for the daily professional lives of sales, finance managers, IT technicians, and a variety of other positions, not the least of which is senior management. Custom CRM reports, dashboards, and scorecards provide a quick and easy snapshot of KPIs that have been deemed critical to the success of any organization.

With the Report Scheduler add-on for Dynamics CRM, custom-identified data can be delivered instantly to any mailbox with a frequency selected by the user. The Dynamics 365 Report Scheduler App can generate reports of data such as:

  • Daily report of new leads
  • Approaching contract expiration dates
  • Opportunities won
  • Cases created or resolved
  • Upcoming client birthdays and anniversaries

Scheduled Dynamics CRM Backups

The email attachment feature for Dynamics Report Scheduler gives CRM administrators the ability to regularly deliver actionable data in the form of a CSV or TXT file. The CRM add-on eliminates the painstaking need for CRM development and allows users to configure reports on a daily basis.

Report Security in Dynamics CRM

Secured distribution with Report Scheduler for Dynamics CRM allows you to block email addresses and domains from receiving scheduled reports and internal data. This feature is helpful for any enterprise, but for small businesses with numerous third-party relationships, it aids in the protection of intellectual property, customer data, and financial records.

Grouping, Sorting, and Totaling

The Report Scheduler CRM add-on is more than just a data-delivery mechanism. It also offers the ability to collate information based on the specifications you require. Whether you’re trying to prioritize sales prospects, identify delinquent customer accounts, or even organize accounts payable data, Microsoft Dynamics Report Scheduler’s ability to group, sort, and/or total information is an easy way to maximize your efficiency.

Delivery to Non-CRM Users

A common occurrence within organizations that have deployed Microsoft Dynamics CRM is the requirement of non-users to receive and analyze data from the CRM tool. Ordinarily, this means that an existing user must wait to receive a request and then manually collect the necessary information through a series of views and sorts in Dynamics.

With the Report Scheduler apps, however, even non-users can receive your customized automated reports. This feature can be an especially helpful time saver in response to the regular dashboards and reports often required by senior managers.

Microsoft Dynamics CRM is a great platform to build solutions for small businesses and large enterprises alike. To enhance the platform, however, the Report Scheduler add-on from Work 365 is a unique solution to solve the common challenge of data reporting and regular delivery.

Check out our other Dynamics 365 CRM Add-ons:

Related Blog Posts –

Work 365 Launches Email to Case Automation Addon for Microsoft Dynamics CRM

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 representatives. Once you install Email to Case Automation, a case is created in CRM and linked to the relevant customer automatically. It provides auto-response features with new case and support details based on the email template configured. Email To Case Add-on improves productivity by saving manual efforts and also improves the service experience with quicker response time.

With Email to Case Automation add-on, you can,

  • Manage customer issues in an efficient and reliable manner
  • Increase Agent productivity
  • Increase ROI by reducing the number of clicks per response
  • Prevent Email spam in your case list
  • Provide better customer service
  • Have improved and consistent support process

 

 

“The Dynamics CRM Addons is a great way to boost productivity and demonstrate professionalism through an enhanced customer service experience,” says Mr. Ismail Nalwala, Director, Sales & Marketing, IOTAP. Email To Case Automation add-on instantly allows Microsoft CRM users to implement email based services or support requests without burdening service representatives with additional data entry.”

Report Scheduler for Microsoft Dynamics CRM: What People Are Saying

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 send CRM data to colleagues (including non-CRM users) or recipients that are outside your organization.

Gareth Sullivan and Robert Lusk, Technology Specialists from Microsoft, have recognized Report Scheduler as one of the Top 10 Solutions in the Dynamics Marketplace, but you don’t have to take just their word for it.

Here’s What Current Users of Report Scheduler for Microsoft Dynamics CRM are saying:

“Finally, a solution for scheduling reports for a CRM 2011 Online implementation. We have been looking for this for some time and even ‘hacked’ out a solution using workflows, but our home-grown solutions were difficult to maintain and impossible to deploy to anybody other than senior technical staff used to debugging code.

We can now distribute views out on a variety of updates (opportunities, customer cases etc) for different audiences, different levels of interest/needs and it’s all done automatically.

Report Scheduler is so easy to set-up and deploys that we have already issued the instructions out to department heads / key staff so they can start producing their own scheduled reports without having to wait for IT.

I’m very impressed with the speed of development (we’re already two versions on with new features being added all the time) and the close contact with the commercial and support staff of Work 365 – my own issues and questions are answered very quickly and our ideas for future features are taken seriously.”

“I’m very happy with the ‘Report Scheduler Add-On’ product produced by Work 365 Apps for Dynamics CRM. It took me out of a bind and the installation and setup were both very straightforward.”

“The sub-totaling in Report Scheduler v5.0 has been a huge value-add. Work 365 Apps support has been very responsive! Easy to build, maintain and edit.”

“Great support, extremely reliable and quick to respond. We had a few questions at deployment, and immediately had a share session with their support team. I would recommend this product to any organization as it is a fair price and will really streamline information within your Dynamics CRM system!”

 

 

Check out our other Dynamics 365 CRM Add-ons:

Related Blog Posts –

 

Creating Case Automatically From “Forwarded Email” Using Email to Case in Microsoft Dynamics CRM

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 the support in-charge (eg sballani@abc.com) rather than to the support queue (eg. support@abc.com) that has been set up.

The simplest and the most obvious way I follow is to forward this email to the support queue (support@abc.com). However, the Customer for the ticket is set as me (rather than the original sender who had requested support). Also, the auto-response with the new case creation id comes in my email.

Wouldn’t it be nice if CRM could simplify this process… such as if I forward this email to support, CRM will know to create the ticket from original sender and behave exactly in the same manner as it would have as when received email directly…

This is what we have added in the new release (version 5.7) of Work 365 Email 2 Case Solution – Automatic case creation from forwarded email.

Automatic Case creation from forwarded email feature allows CRM users to redirect the emails which they received in their individual mailboxes to the support queue and have new cases created automatically. The feature links forwarded messages to the original sender instead of the person who forwarded the email. Simply prefix the subject of the email with a marker like “#” to indicate that you want Email2Case to process this email using “Case from forwarded email” feature. Further, it is also possible to set the owner of the case to the desired CRM User using a macro in the email subject.

The below screenshot shows the process of forwarding the email to support queue for automatic case creation using “Case from forwarded email” feature:

The below screenshot shows the resulting case created with the fields auto-populated by Work 365 Email2Case solution:

Here following fields have been populated in newly created case:

Case Title – with email subject

Case Description – with email body

Case Owner – with the desired user using the macro feature in modified email subject

Customer and Responsible Contact – with original sender of email

 

Q&A:

Q. How do I enable Case creation from forwarded email feature in my Email2Case?

A new section has been added to Email2Case configuration section as shown below:

To enable “Case from forwarded email” feature, the marker field in configuration needs to be assigned a value (e.g. #, ! etc.).

Marker: This is the prefix with which the subject of the forwarded email needs to be set.

Internal Domain: This is a semicolon separated list of email ids. Email forwarded with a marker in email subject only from these domain ids would be considered.

Q. How does Email2Case know when to process the email as a forwarded email to create a case?

Email2Case looks for a marker at the beginning of the email subject. Additionally, Email2case also checks to see that the email is received from an internal domain. The marker, as well as the internal domain addresses, are configurable.

Q. Can I automatically assign case owner to CRM user when forwarding the email?

Yes, an optional macro – “@” can be used in email subject to directly assign the case owner in case creation. For example, if I need to set the case owner to CRM user- Eric Jones (ericj@iotap.com) then I will modify the email subject as follows:

# @ericj FW: SalesFusion Assistance

The text after @ is matched with the email id of the CRM users.

Q. How is the process of forwarding different as compared to the original sender sending email directly to support?

There is no difference in Email2Case process under both the scenarios. The case will be processed as if it was received from the original sender and an auto-response will also be sent to the original sender.

 

CRM Dynamics is a great platform to build CRM solutions for small business to an enterprise organization. However, to enhance the platform, add-ons from different partners provide a great way to improve the user experience and improve productivity. Check out the various add-ons that you can purchase from our online store:

 

Let Your CRM Data Talk To You – Automatic Report Generating Tool

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, or an IT administrator, you’re likely to have encountered this frustration at some point. With the growing importance of “big data”, the need for on-time delivery of reports – as opposed to digging for specific data points – is that much greater.

The Work 365’s Dynamics 365 Report Scheduler enables easy scheduling of CRM reports, letting you automatically send CRM data to colleagues (including non-CRM users) or recipients that are outside your organization. Senior-level managers often rely on data-driven reports and dashboards to provide a quick snapshot of progress for a given time period.

The out-of-the-box solution for Dynamics 365 CRM is limited to manually pulling the needed data based on inbound requests, often requiring a heavy time and resource commitment.

 

Automate-Reporting-Scheduling

 

Automatic Reporting Tool for Dynamics CRM

Without the report automation and delivery tools from Report Scheduler, these frustrations will continue to be all-too-real for IT managers. Additionally, regardless of whether your Dynamics CRM instance is installed online or on-premise, it will be serving users with a variety of experience levels.

One of the key benefits of the Report Scheduler CRM Addon is its ability to deliver CRM data to email on a predefined schedule. Work 365’s Report Scheduler uses CRM Views and doesn’t need a developers time. Work 365 Apps Report Scheduler also has the capability to deliver your custom reports as data attachments so users can receive CSV or TXT files that can easily be opened with Microsoft Excel.

While Work 365 Apps Report Scheduler for Dynamics CRM already sends data to the automatically generated email body. The attachment option can also be useful when there is a need to create backups within a regular data integrity effort.

Dynamics 365 CRM functionality continues to get better with time, however, the lack of a Report Scheduler continues to be a gap. Microsoft Dynamics CRM is a great platform to build solutions for small and large enterprises alike.

To enhance the platform, the Report Scheduler Add-on from Work 365 is a unique Microsoft CRM Addons that helps users solve the common challenge of data reporting and regular delivery.

 

 

Check out our other Dynamics 365 CRM Add-ons:

Related Blog Posts –