Report Scheduler for MS Dynamics CRM: What People Are Saying

Microsoft Dynamics CRM is a great platform for small businesses and large enterprises alike. Whether online or on-premise, Dynamics provides effective solutions to a variety of functions, including sales, finance, account management, HR, and others. Building on this strong platform, the Report Scheduler add-on for Microsoft Dynamics CRM enables easy scheduling of CRM reports, letting you automatically send CRM data to colleagues (including non-CRM users) or recipients that are outside your organization.
Gareth Sullivan and Robert Lusk, Technology Specialists from Microsoft, have recognized Report Scheduler as one of the Top 10 Solutions in the Dynamics Marketplace, but you don’t have to take just their word for it. Here’s what current users of Dynamics Report Scheduler are saying:
“Finally, a solution for scheduling reports for a CRM 2011 Online implementation. We have been looking for this for some time and even 'hacked' out a solution using workflows, but our home-grown solutions were difficult to maintain and impossible to deploy to anybody other than senior technical staff used to debugging 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 it’s all done automatically. Report Scheduler is so easy to set-up and deploys that we have already issued the instructions out to department heads / key staff so they can start producing their own scheduled reports without having to wait for IT. I’m very impressed with the speed of development (we’re 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 questions are answered very quickly and our ideas for future features are taken seriously.”
“I’m very happy with the ‘Report Scheduler Add-On’ product produced by Work 365 Apps for Dynamics CRM. It took me out of a bind and the installation and setup were both very straightforward.”
“The sub-totaling in Report Scheduler v5.0 has been a huge value-add. Work 365 Apps support has been very responsive! Easy to build, maintain and edit.”
“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 Dynamics CRM system!”
Learn more about how Report Scheduler can solve your Dynamics CRM challenges and sign up for a free trial.

Comments

Post a Comment

Popular posts from this blog

Report Scheduler - Let Your CRM Data Talk To You

Image
Report Scheduler When it comes to Microsoft Dynamics CRM, the most common pain points are user adoption and reporting. The inability to automate the delivery of actionable, relevant data on a regular schedule requires average users to be experts. Regardless of whether you use Dynamics as a sales manager, a finance professional, or an IT administrator, you’re likely to have encountered this frustration at some point. With the growing importance of “big data”, the need for on-time delivery of reports – as opposed to digging for specific data points – is that much greater. The  Report Scheduler   Add-On for Microsoft Dynamics  enables  easy scheduling of CRM reports , letting you automatically send CRM data to colleagues (including non-CRM users) or recipients that are outside your organization. Senior-level managers often rely on data-driven reports and dashboards to provide a quick snapshot of progress for a given time period. The out-of-the-box solution for Dyn
Read more

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

Image
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
Read more

Work 365 Introduces 1-Click PDF Add-On for Microsoft Dynamics CRM

Image
Work365 , introduces the  1-Click PDF  Add-On, a productivity solution for  Microsoft Dynamics CRM that  co nverts CRM data and reports into PDF, Word and Excel documents  in just 1-Click.      The 1-Click PDF Add-On is designed to enhance productivity and can be used to  generate PDF quotes, orders, invoices, mail-merge, account summary, contact profile, work o rders, reports, and charts,  in  just  one click.  Document generation using  1-Click PDF  works via a button in the ribbon on top of a grid or form, or via a button within the form. The functionality presents convenient options and three free templates, saving time and enhancing efficiency for us ers.     “ Generating a  document from CRM is sometimes challenging and involves several steps, sometimes upwards of 5 to 8 clicks…the 1-click pdf automates this and allows the user to do this in 1 single click. This is an instant productivity boost for all CRM users!" said Ismail  Nalwala , CEO, IOTAP Inc.    
Read more