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

Motivate your workforce, identify successful programs, do better planning, and grow your business using Microsoft Dynamics CRM Goals Management functionality.  Goal Management will allow you to set Sales, Marketing, Service or any business goals (goals is supported even for Custom entities) for your organization. These goals are measurable, time-bound and ownership based.  Sample goals: Revenue generated (individual, team, organization-wide) Number of customers added No. of products sold Total number of phone-calls made Number of Leads generated and qualified Opportunity conversion from leads Revenue generation from campaigns Total customer service cases resolved Number of new projects added this quarter (that’s my custom goal) Goals are time-based and hence need to be re-created every time they expire. For example, if you have 10 people in your sales team and you define sales goals quarterly then imagine the amount of time you need to spend re-creating...

Work365 Email to Case Automation  solution provides a very advanced level functionality for automated email to case creation as compared to the out-of-box that is available in CRM. For more details refer my earlier blog –  Email to Case – limitations and comparison with Work 365 solution . We have observed that customers occasionally send emails directly to the support in-charge (eg sballani@abc.com) rather than to the support queue (eg. support@abc.com) that has been set up. The simplest and the most obvious way I follow is to forward this email to the support queue (support@abc.com). However, the Customer for the ticket is set as me (rather than the original sender who had requested support). Also, the auto-response with the new case creation id comes in my email. Wouldn’t it be nice if CRM could simplify this process… such as if I forward this email to support, CRM will know to create the ticket from original sender and behave exactly in the same manner as it woul...

The spring '14 release brings in Enterprise Case Management functionality for Microsoft Dynamics CRM 2013 Online and On-Premise. The features include automatic case creation, managing entitlements (how much service to provide to customers), managing SLA's (First response time, resolution time), dynamic routing, case merging, case hierarchy, etc.  A big part of the functionality is the automation of emails to case. For business benefits, considerations and options for implementing email to case automation you can refer my earlier blog:  Microsoft Dynamics CRM Spring ‘14: Email to Case - business benefits, considerations and option for CRM 2011 customers .  In this blog I am going to compare and contrast some of the out-of-box  Email to Case  features with the Work 365 Email to Case solution: 1.  Handling emails received from unknown senders In Microsoft email to case, emails received from unknown senders could either be ignore...

The Report Scheduler add-on for Microsoft Dynamics CRM  enables easy scheduling of CRM reports , thus eliminating the need for manual creation and delivery of critical CRM data. It is a vital tool for any enterprise looking to save administrative time, regardless of whether their CRM instance is on-premise or online. Given the ubiquitous need for reporting and data from Microsoft Dynamics CRM, functions from finance to sales to IT to senior management will see increased efficiency and productivity with the Report Scheduler tool.  The  Email to Case Automation  add-on takes Report Scheduler one step further, helping IT functions to streamline their case management systems. Email to Case Automation for Microsoft Dynamics CRM 2011/2013/2015 helps your company efficiently manage the support process by automatically creating cases from emails and auto-populating case fields from the email body.  Email to Case improves the efficiency of your int...

Even though  Microsoft Dynamics 365 CRM  is packed with functionalities and features, there are a few gaps, which if overcome, could increase your CRM productivity and double the fun of working with it. One of such limitations is, repetition of work due to missing record-copying or cloning functionality! A  record clone  or record copy allows you to replicate any record  (Lead, Account, Contact, Opportunity, Product, Quote, Order, and Invoice)  in Microsoft Dynamics CRM 2011. You can just select the record you want to copy and hit ‘clone’ to clone or copy such  entity along with its related entities and avoid reworking on a similar Quotation (along with its product lines), Order or Invoice record.           Following is how you can Clone or Copy a custom record along with its related entities:   Copying of Custom and their related entities:  In order to copy Custom and their related entit...

Earlier in this space , we reviewed why anyone who wants to streamline the data delivery process should consider installing the Report Scheduler  add-on for Dynamics CRM . The features of the  Report Scheduler  tool have been built specifically to address the pain points of regular data reporting experienced by any Dynamics CRM user. Recurring and Automated Report Delivery for Dynamics CRM It is no secret that actionable data and information is the fuel for the daily professional lives of sales, finance managers, IT technicians, and a variety of other positions, not the least of which is senior management. Custom CRM reports, dashboards, and scorecards provide a quick and easy snapshot of KPIs that have been deemed critical to the success of any organization. With the Report Scheduler add-on for Dynamics CRM, custom-identified data can be delivered instantly to any mailbox with a frequency selected by the user. The Dynamics Report Scheduler tool can generate...

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 usual way of generating quotation document in Microsoft Dynamics CRM is either using a lengthy word mail merge process or by creating the quote template as an SSRS report and then running the report and exporting the document in PDF. Let’s evaluate the number of steps required for generating a quotation document using SSRS report approach: Steps Clicks Open the Quote record form in Dynamics CRM   Click on "Run Report" button on the ribbon 1 Select the Quote report 1 Wait for the report controller to load the report   Click on the "Export" button 1 Select the document format to export 1 Save the document 1 Total clicks 5 Now suppose this quotation needs to be sent to the customer in an email from CRM then the additional steps are: Steps Clicks All steps from scenario 1 to be followed 5 Click "Activities" and select email 2 Save email to enable the "attach file" option 1 Click "Attach File". This opens ano...

We have been building Intranets for a long time. We took some of the most useful features and packaged them up in an easy to use no hassle service. The SharePoint Smart Intranet Suite is a  business solution  that transforms Office 365 and SharePoint Online into an intuitive and flexible operational portal that serves as the hub for business and team interaction and collaboration. Even if you have only 5 employees, an intranet may provide substantial benefits if any of the following is true at your organization: ·          Challenges finding the most updated information and documents ·          Remotely working workforce ·          Multiple office locations ·          Data Security concerns ·          Clogged email inboxes · ...