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
Are you looking for an easy to have records in your CRM system delivered to your inbox? Looking for quick answers on things like:
- How many leads did my marketing team generate this week?
- Which opportunities are we tracking for closure this week?
- How many cases have breached their SLA thresholds?
Report Scheduler makes it easy to have all these questions answered by delivering the result right to your email. Use Report Scheduler to schedule any View in Dynamics CRM. You can group, total and format the email. the email can include links of the records and can be sent automatically to anyone with an email address.