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

Data migration can be challenging for multiple reasons – it takes t ime and effort to migrate  and  data  storage   costs more in the cloud   o r  you  have to  pay for exactly what you use.  Storage costs for Dynamics 365 online are $5GB/month. Storage costs per GB of data have been reduced since the release of Dynamics 365, however, it ’ s still quota based  - y ou purchase a certain amount of data and you are entitled to use up to that limit. Microsoft sends you warnings and notifications as you approach these thresholds. We  ha ve  recently  released the  Work 365   Attachment Manager  application  to alleviate some of these data management issues in Dynamics 365 . The Attachment  M anager  app  moves documents and attachments from  Dynamics 365  into the Azure cloud and provides a link back into those records. Using the Attachment Manager  to move the bulky space - ...

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...

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 ...

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...