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

The usual way of generating quotation document in Microsoft Dynamics CRM is either using a lengthy word mail merge process or by creating the quote template as an SSRS report and then running the report and exporting the document in PDF. Let’s evaluate the number of steps required for generating a quotation document using SSRS report approach: Steps Clicks Open the Quote record form in Dynamics CRM   Click on "Run Report" button on the ribbon 1 Select the Quote report 1 Wait for the report controller to load the report   Click on the "Export" button 1 Select the document format to export 1 Save the document 1 Total clicks 5 Now suppose this quotation needs to be sent to the customer in an email from CRM then the additional steps are: Steps Clicks All steps from scenario 1 to be followed 5 Click "Activities" and select email 2 Save email to enable the "attach file" option 1 Click "Attach File". This opens ano...

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...

The out-of-box solution that is Microsoft Dynamics 365 CRM can be somewhat cumbersome when it comes to regular reporting, especially for someone who is a technology novice. Luckily, the features of Report Scheduler for MS Dynamics have been built specifically to address the pain points of regular data reporting experienced by any Dynamics 365 CRM user. Perhaps most importantly, Report Scheduler can automate your regular processes and eliminate the need for manual data dumps regardless of your function. Let’s take a look at a few examples:  Sales If there’s one thing that sales teams hate,  it’s being asked to take time away from actual sales activities and spend it on administration. Report Scheduler for Microsoft Dynamics 365 CRM can be a sales person’s best friend by using your own internal categories – lead source, creation date, lead status, and others – to create an automated report to deliver a list of new leads to your inbox every morning. Your sales sta...