Report Scheduler for Microsoft Dynamics 365

Add-on for Microsoft Dynamics 365 enables easy scheduling of data which is delivered automatically via email.

Technical overview

Works with current version of CRM On-Premise and Dynamics 365 with one year on annual maintenance and support.

* Please note that this add-on does not schedule Dynamics reports instead allows scheduling of Views (system as well as custom made) and sending them as reports in email. This product requires an email delivery to be setup in Dynamics 365. Please contact Work 365 Support if you need assistance in setting up your email router or server-side synchronization.

Report Scheduler

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.

Lead (+Notes & Related Entities)

Account (+Notes & Related Entities)

Contact (+Notes & Related Entities)

Case (+Notes, Activities & Related Entities)

Opportunity (+Notes) and It’s Related Opportunity Products

Why should you use Record Scheduler?

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
Secured Distribution allows blocking of any email addresses and any domain from receiving your scheduled reports.
Notes special report: report which will organize / group the notes by each of the entities along with the grouped fields.
Customizable email template allows adding of corporate logos, color, typefaces, signatures and other brand related images. (Beta release)
Multi-User Scheduling of single report (Beta release)

Interface to set-up recurring and automated email of CRM data on a periodic basis
Event Reminder (Birthday Anniversary Contract expiry Opportunity close date approaching, etc)
Allows Grouping, Sorting and Totaling of records
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 records from email via a click link

What our customers are saying:

Works great. We often have need to clone 5 or more records and this achieves it in seconds… Highly recommended! Exceptional service!

Schools Industry

Super easy deployment and very good control and performance of the utility. Makes me want to explore more of the add-ons as time allows.

Stuart Fawcett

The sub-totaling in v5.0 has been a huge value-add. Work 365 support has been very responsive! Easy to build, maintain and edit…
Very happy with this product, highly recommend.

Anonymous

It has solved our sales guys problem of managing manual calendars to remember each and every client’s birthday or important anniversaries… it helps filter-out the contacts with Birthdays, month-wise or date-wise if the gifts have to be pre-planned !

Jennifer R

What’s not to like? It works as indicated. Very flexible. I installed it and started using it… Beyond the quality of their product, Work 365 has some of the best customer service I’ve ever encountered. They are available, attentive, and will not hide behind emails. Awesome!

Scottyhuff

Cloning functionality is something that you’d expect to be standard in CRM but that just isn’t! Our Quotes are quite huge, as we needed cloning desperately to duplicate our quotes… Work 365 Clone add-on came to our rescue… Great product and very reliable support – we have been using their Clone add-on for past 6 months… And we are happy that their latest version does not use Silverlight… highly recommended!!!

Glenn Mcguire

The add-on was easy to install and setup. Response time of Work 365 support is great ! Now we no longer have to enter cases or update them manually – through this system, we can easily see the history of the case anytime. Cases sent to our support email address are registered in CRM automatically, including the customer contact and account, saving us a lot of manual efforts… Tracking of messages all in one place has improved our company process to a large extent ! This is a great system that I would recommend to anybody who values process.

Jennifer R

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 CRM system!

Cardj

Great product to use! Helps us easily track the coming birthdays and we never miss important anniversaries and events related to our customers – great app to strengthen customer relationship

Anonymous

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

Ralph Perez

We use Email to Case Premium to support our service team with case management in Dynamics CRM. Our support team saves a lot of time since we don’t have to enter or update the cases manually anymore. It automatically sends an email to our support team which helps us in saving a lot of time. We’re very happy with their support team – their responses are quick and easy to understand!

Anonymous

The add-on allows automatic generation of ids in a sequence that can be custom defined based on the business requirements. It even allows to update existing records in the system in the same sequence… It is value for money, with a lot of features that are not easily available in a similar package! The FREE TRIAL option makes the purchase easier.

Anonymous

Cloning functionality is something that you’d expect to be standard in CRM but just isn’t! Our Quotes are quite huge,as we needed cloning desperately to duplicate our quotes… Work 365 Clone add-on came to our rescue…Great product and very reliable support – we have been using their Clone add-on for past 6 months… Happy that their latest version does not use Silverlight…highly recommended!!!!

Nigella dsouza

Finally, a solution for scheduling reports for a CRM 2011 Online implementation. We have been looking for some time (and even ‘hacked’ out a solution using workflows) but were difficult to maintain and impossible to deploy to anybody other than senior technical staff used to de-bugging 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 all done automatically. So easy to set-up and deploy that we have already issued the instructions out to department heads / key staff so they can start producing their own scheduled reports, not having to wait for IT to set-up for them. Very impressed with the speed of development (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 questioned answered very quickly and our ideas for future features taken seriously… Having the ability to trial the product gave us the confidence that we could install and deploy and get it working very quickly. Made the purchasing decision very easy in the end as we add an audience of supporting end-users loving the daily / weekly reports that were being delivered to them – no-one wanted these to stop so approval to spend was simple.

Philli Sykes

Great product for duplicating entries in CRM 2011. Easy to install and great staff to work with. Highly recommended.

Jwindsorsr

In addition to the outofbox-features Work 365 made a solution for a custom entitity and it works as expected.

Harald Marchhart

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Add-on for Microsoft Dynamics 365 enables easy scheduling of data which is delivered automatically via email!

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