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

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...

Work365 Email to Case Automation  solution provides a very advanced level functionality for automated email to case creation as compared to the out-of-box that is available in CRM. For more details refer my earlier blog –  Email to Case – limitations and comparison with Work 365 solution . We have observed that customers occasionally send emails directly to the support in-charge (eg sballani@abc.com) rather than to the support queue (eg. support@abc.com) that has been set up. The simplest and the most obvious way I follow is to forward this email to the support queue (support@abc.com). However, the Customer for the ticket is set as me (rather than the original sender who had requested support). Also, the auto-response with the new case creation id comes in my email. Wouldn’t it be nice if CRM could simplify this process… such as if I forward this email to support, CRM will know to create the ticket from original sender and behave exactly in the same manner as it woul...

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...

We use Cases in Microsoft Dynamics  365  CRM to track issues or problems that need resolution. When a constituent sends an email to support mailbox (to an address you designate), Work 365  Email to Case Automation  add-on  automatically creates a Case in CRM and auto- po p ulates  Case fields from email body.  To understand the business benefits and the  high - level  process flow for Email to Case Automation, please refer my earlier blog " Microsoft Dynamics 365 CRM Service Automation - Email to Case ".     While Email to Case is pretty awesome, there are few downsides that you may come across over a period of time. This blog provides an overview of various features and functionalities that have been added to overcome these gaps and pitfalls based on experience with our customers.     The  functionalit y  has been broken down into following sections:     Case Exclusion Settings   ...