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

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...

How many times has the need to duplicate specific lists come up? Record copying in Microsoft Dynamics 365 is not a function that inherently exists even though the need is always there. Manually copying list data is not only a drain on resources and time but also leaves huge room for human error which can be difficult to even locate, let alone go in and fix. Work 365’s Record Clone app, an add-on for Dynamics 365 , allows for one-click duplication of entire marketing lists which you can then modify or customize however you wish and save as a new file. Work 365 Clone App can be configured for any out-of-box entity as well as Custom entities.  Below are the steps needed for cloning a Dynamic marketing list in Dynamics 365 CRM: Step 1 : Configure the lists or records for cloning: This is just a one-time setup step. Please note that only dynamic marketing lists are supported and not static. Step 2 : Click Clone button! Here is a Dynamic marketing list...

Let your CRM data talk to you 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.                   Report Scheduler Add-On for Microsoft Dynamics   It 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 ...