Report Scheduler for Microsoft Dynamics CRM Online and On-Premise

Report Scheduler add-on

WORK 365’s Report Scheduler add-on enables easy scheduling of CRM data and works for CRM Online as well as On-Premise. Using WORK 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 monthly pattern.

Some user scenarios where scheduling can help in providing useful business insight and create a proactive engagement are:

  • Daily report of new leads
  • Opportunities nearing the established closed date
  • Opportunities won this week
  • Cases created or resolved this week
  • Contracts expiring next month
  • Contacts having birthday in next day / week / month

The best part of using report scheduler is that there is no additional effort needed to create CRM SSRS reports…as report scheduler uses CRM Views which can be easily created or modified using CRM Advanced Find.

With the release of new Version 11 of report scheduler, we have also added the functionality to deliver data via attachments – CSV or TXT files which can be directly opened in Microsoft Excel.

To receive the CRM View data as CSV attachment, below 2 additional configuration settings need to be performed:

  • Check the Attachment option
  • Select Render format as CSV or TXT

Report Scheduler already sends the CRM View data inline in email body in the tabular format. The additional CSV attachment option allows the users to directly open data in Microsoft Excel.

Further, this can also be useful where there is a need to extract data for backup purpose (for creating snapshot) on a regular automated basis.

If you have an existing version of report scheduler already installed then refer instructions mentioned in KB article “2.18 Upgrading to a higher version” for backing up and restoring existing scheduled records.

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 other add-ons that you can purchase from our online store:

 

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