Report Scheduler - Let Your CRM Data Talk To You

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 Dynamics CRM is limited to manually pulling the needed data based on inbound requests, often requiring a heavy time and resource commitment. Without the report automation and delivery tools from Report Scheduler, these frustrations will continue to be all-too-real for IT managers.

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