How Dynamics CRM Report Scheduler Works for You (Even When You’re Not Working)

The out-of-box solution that is Microsoft Dynamics 365 CRM can be somewhat cumbersome when it comes to regular reporting, especially for someone who is a technology novice. Luckily, the features of Report Scheduler for MS Dynamics have been built specifically to address the pain points of regular data reporting experienced by any Dynamics 365 CRM user. Perhaps most importantly, Report Scheduler can automate your regular processes and eliminate the need for manual data dumps regardless of your function. Let’s take a look at a few examples:  Sales If there’s one thing that sales teams hate,  it’s being asked to take time away from actual sales activities and spend it on administration. Report Scheduler for Microsoft Dynamics 365 CRM can be a sales person’s best friend by using your own internal categories – lead source, creation date, lead status, and others – to create an automated report to deliver a list of new leads to your inbox every morning. Your sales staff can re