IOTAP

Report Scheduler - Microsoft Dynamics CRM Online and On-Premise

by IOTAP
  • App Type

    Add-in/Add-on
  • Business Need

    Customer Service, CRM
  • Works With

    Microsoft Dynamics CRM 2011, Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online
  • Industry Focus

    General - Applicable to All

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.

Features:
- 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 Online and On-Premise has not been reviewed by any customers.

Submit A Review

The views and opinions submitted and expressed here are not those of Microsoft.

Version

5.0

Release Date

03-04-2014
Screenshot 1 out of 3 Screenshot 2 out of 3 Screenshot 3 out of 3
Screenshot 1 out of 3 Screenshot 2 out of 3 Screenshot 3 out of 3