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

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...