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Downloading or Emailing Microsoft Dynamics CRM reports as PDF, word or excel document in just 1 click

The blog provides an easy approach for converting Microsoft Dynamics CRM reports to PDF, word or excel documents

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Creating Quote PDF document in Microsoft Dynamics CRM in just 1 click

The blog explains an easy way to generate quote documents from report in Microsoft Dynamics CRM using 1-Click PDF solution.

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How to manage Licenses during Product Trial

License Management

In case you buy/try from the Microsoft app store below are the steps to manage licenses:

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How to delegate leave approval using Work 365 TIME

Work 365 TIME is a TIME off/Leave Management system developed for SharePoint 2013.

It often happen in a TIME Off/ Leave management system that Approving Manager is out of office/unavailable, which impacts the leave management process! Work 365 TIME takes care of this situation and has a Delegate feature, the following BLOG will give you steps for defining a Leave Approval Delegation Matrix:


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Creating Leave Plans in Work 365 TIME

Work 365 TIME is a TIME off/Leave Management system developed for SharePoint 2013.

In an organization different group of employees may have a different types of leaves,number of leaves may  For example: Managers may have 20 Annual leaves while ordinary employees may have 15 or may be as per the HR policy of the company ...It is also possible that there is a single leave plan for all the employees; such variations in requirement within the organization can be handled in Work 365 Time with the help of Leave Plans!

Various leave plans can be defined and then more details can be added to the leave plans using the ‘Leave Plan Allowance’section. Work 365 Time also supports mapping of leave plans to SharePoint security groups! the following BLOG will give you steps for creating Leave Plans : 

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Upgrading to Microsoft Dynamics CRM 2015 compatible add-ons

This blog explains the process of upgrading IOTAP Dynamics CRM add-ons to 2015 compatible versions.

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How to avoid email alerts when migrating or manually adding leave data into Work 365 TIME

Work 365 TIME is a TIME off/Leave Management system developed for SharePoint 2013

Many times the HR department would make manual interventions into Work 365 TIME for tasks like adding past data,Correcting accrual data etc.; While making these changes is possible that Workflow emails trigger and there is an unnecessary chaos.The following  blog will help you to avoid email alerts under the discussed circumstances:

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Upgrading IOTAP CRM Report Scheduler to a newer Version (v8)

This blogs explains the process of upgrading IOTAP CRM Report Scheduler to version 8.

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New Release: CRM Dynamics Report Scheduler Add-On Version 8 – Scheduling reports monthly and quarterly in CRM Online as well as On-Premise

The earlier version of IOTAP CRM report scheduler add-on allowed scheduling reports on weekly recurrence pattern where you could select the days of the week and the time on which the report needs to be delivered. 
We are happy to let you know that now you can schedule the reports even on a monthly or quarterly recurrence pattern. 

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Microsoft Dynamics CRM 2013: Email to Case – limitations and comparison with IOTAP solution

This blogs provides limitations of Microsoft Dynamics CRM 2013 and compares it with IOTAP Email to Case solution

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