IOTAP’s Report Scheduler add-on enables easy scheduling of CRM data which is delivered automatically via email.
Using Report Scheduler Add-on, any CRM user can schedule out-of-box System Views as well as user-created Personal Views and have them delivered regularly in their mailboxes on any scheduled day and time.
- Interface to set-up recurring and automated email of CRM data on a periodic basis
-Event Reminder (Birthday reminder, Anniversary reminder, Contract expiry reminder, Opportunity close date approaching reminder, etc)
- Schedule regular data back-up in the form of csv or txt files
- Users can easily schedule CRM data in few clicks without any IT support
- No dependency on separate Report Server
- Mobile Friendly (option to have the data sent in the body of the email)
- Direct navigation to CRM views from email via a click link
- Handles scheduling across multiple time-zones
- Takes care of all visibility rules set in Microsoft CRM
- Can send the data even to non-CRM user email addresses (with admin approval)
- Microsoft Platform Ready for Microsoft Dynamics CRM 2011 and CRM 2013
The trial version of Report Scheduler is available for immediate download and setup.
Report Scheduler - Microsoft Dynamics CRM 2011 & CRM 2013 Online and On-Premise has not been reviewed by any customers.
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The views and opinions submitted and expressed here are not those of Microsoft.