Report Scheduler - Best Reporting App For Microsoft Dynamics 365 CRM


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 reports of data such as:

Daily report of new leads

Approaching contract expiration dates

Opportunities won

Cases created or resolved

Upcoming client birthdays and anniversaries

Scheduled Dynamics CRM Backups

The email attachment feature for Dynamics Report Scheduler gives CRM administrators the ability to regularly deliver actionable data in the form of a CSV or TXT file. The CRM add-on eliminates the painstaking need for CRM development and allows users to configure reports on a daily basis.


Report Security in Dynamics CRM


Secured distribution with Report Scheduler for Dynamics CRM allows you to block email addresses and domains from receiving scheduled reports and internal data. This feature is helpful for any enterprise, but for small businesses with numerous third-party relationships, it aids in the protection of intellectual property, customer data, and financial records.

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