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 a regular basis.
We have heard for quite a 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 the 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”:
Step 2: Schedule the view for email delivery using the Report Scheduler add-on as shown below:
As shown below CRM data has been received in email both inline as well as in an attachment:
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:
|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.