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...

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...