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

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 ...

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...

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 quite long time that there is no report scheduling facility available for Microsoft Dynamics CRM 2011 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 of how easy it is to schedule any CRM data using Report Scheduler add-on for Microsoft Dynamics CRM 2011 Online and On-Premise: Sample Scenario : A Sales Manager would like to rece...

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 ...