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

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 ...

Report Scheduler  add-on for Microsoft Dynamics 365 CRM Online and  On-Premise allows easy scheduling of out-of-the-box CRM Views , as well as the user, created personal Views which can be received in email automatically based on the scheduled pattern.  Report Scheduler delivers reports via email using the template as shown below: Customizing the email template allows the option of modifying color, typefaces, text, email signature and adding a logo or other brand-related images in header and footer. A customized email template:  allows you to have the same look and feel in multiple related emails contains your brand and the layout of the information in an email allows each user to add their own email signature (in scenarios where emails are being scheduled to be sent to customers) To create a new email template: Browse to Extensions-> RS Event Template and click New. The form loads with the default template HTML already filled in. Ple...

Work 365 announced the launch of a new add-on for Dynamics CRM called ‘ Email to Case Automation ’ that enables automatic generation of support cases in CRM from emails. Email to Case Automation add-on for Microsoft Dynamics CRM allows companies that provide email based support to automatically create cases in CRM and route them to the appropriate support representatives. Once you install Email to Case Automation, a case is created in CRM and linked to the relevant customer automatically. It provides auto-response features with new case and support details based on the email template configured. Email To Case Add-on improves productivity by saving manual efforts and also improves the service experience with quicker response time. With Email to Case Automation add-on, you can, Manage customer issues in an efficient and reliable manner Increase Agent productivity Increase ROI by reducing number of clicks per response Prevent Email spam in your case l...

Event reminder for Microsoft Dynamics CRM 2016 Online and On-Premise will remind you and your team of important events such as birthdays, anniversaries, expiring contracts, opportunities approaching their close date, daily agenda etc. with automatic reminder emails sent at pre-set times before events. This is my second blog which is a follow-up to the  Report Scheduling functionality for Microsoft Dynamics CRM Online and On-Premise  using the custom workflow feature.  To view #SAMPLE REPORTS:  Click here In this blog, I will show you as for how easy it is to schedule reminders for various events that would be important to you!! Birthday and Anniversary Reminder One of the most effective ways to impress your contacts is to remember their birthdays. A simple wish from you on their birthdays is proven to show your attention to them, leading to personal openness to you and subsequent success of sales. The problem is how you manage to remember each ...

User adoption has been the biggest challenge for CRM implementations and one of the best ways to increase this is by proactively engaging the users with scheduled reports. Instead of relying on the users to log in and find the necessary information, it would be a good idea to directly push the data in emails from CRM on regular basis. We have heard for the quite long time that there is no report scheduling facility available for Microsoft Dynamics CRM 2016 Online and that is quite true. Further, neither the database nor the reporting server can be accessed directly in the online environment. A possible workaround solution around this limitation could be scheduling of CRM Views using the newly added functionality of Custom Workflows in the online environment. Let me demonstrate to you as for how easy it is to schedule any CRM data using  Report Scheduler  add-on for Microsoft Dynamics CRM 2016 Online and On-Premise: Sample Scenario : A Sales Manager would...

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 ...