(Ratings: 83   Avg: 4.87)
Rate It!
Share It!

Report Scheduler for MS Dynamics CRM: What People Are Saying

Microsoft Dynamics CRM is great platform for small businesses and large enterprises alike. Whether online or on-premise, Dynamics provides effective solutions to a variety of functions, including sales, finance, account management, HR, and others. Building on this strong platform, the Report Scheduler add-on for Microsoft Dynamics CRM 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.   Gareth Sullivan and Robert Lusk, Technology Specialists from Microsoft, have recognized Report Scheduler as one of the Top 10 Solutions in the Dynamics Marketplace, but you don’t have to take just their word for it. Here’s what current users of Dynamics Report Scheduler are saying:   “Finally, a solution for scheduling reports for a CRM 2011 Online implementation. We have been looking for this for some time and even 'hacked' out a solution using workflows, but our home-grown sol ...

Read the rest of entry »

Microsoft Dynamics Email to Case: An Integral Partner for Report Scheduler

The Report Scheduler add-on for Microsoft Dynamics CRM enables easy scheduling of CRM reports, thus eliminating the need for manual creation and delivery of critical CRM data. It is a vital tool for any enterprise looking to save administrative time, regardless of whether their CRM instance is on-premise or online. Given the ubiquitous need for reporting and data from Microsoft Dynamics CRM, functions from finance to sales to IT to senior management will see increased efficiency and productivity with the Report Scheduler tool.   The Email to Case automation add-on takes Report Scheduler one step further, helping IT functions to streamline their case management systems. Email to Case Automation for Microsoft Dynamics CRM 2011/2013/2015 helps your company efficiently manage the support process by automatically creating cases from emails and auto-populating case fields from the email body.   Email to Case improves the efficiency of your internal case management processes by adding the following feature ...

Read the rest of entry »

Five Questions to Ask your Microsoft Dynamics CRM Provider

Microsoft Dynamics CRM can often create headaches for even the savviest of IT professionals, regardless of whether your CRM installation is on-premise on online. As with any external relationship, due diligence in vendor selection will eliminate many of the issues that can arise with a Dynamics CRM instance before they occur. Here are five critical questions to ask your potential Dynamics CRM providers to ensure a headache-free installation and an effective working relationship:   What is Your Dynamics Support Response Time? Twenty four hours can feel like an eternity when faced with a deadline. Sales teams need CRM data to help close deals, finance teams use Dynamics instances to track overdue contracts, and account managers rely on Dynamics CRM to help ensure the health and satisfaction of their customers. If a CRM provider is unable to respond to requests or cases in a timely fashion, you may find that your Microsoft Dynamics CRM is being under-utilized (i.e. a resource wasted).   How Much Experi ...

Read the rest of entry »

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

IOTAP's Report Scheduler for Microsoft Dynamics CRM eliminates administrative time spent on report generation and distribution.

Read the rest of entry »

Microsoft Dynamics CRM Report Scheduler – Feature Overview

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 reports on data such as: Daily report of new ...

Read the rest of entry »

What You’re Missing by Not Using Report Scheduler for MS Dynamics

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. The Report Scheduler Add-On for Microsoft Dynamics 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 of progress for a given time period. The out-of-the-box solution for Dynamics CRM is ...

Read the rest of entry »

Microsoft - Putting people at the center of everything we do

It’s winter, the time of year when every gathering seems to be centered on sharing food, warmth, and time together. These simple traditions have been humanity’s best defense against once-lethal long nights and freezing temperatures since time immemorial. From a business standpoint, this season is a fascinating example of how effective human kindness can be.

Read the rest of entry »

Office 365 brings significant new value to business customers worldwide

Today, we are excited to announce the availability of several new Office 365 communications services designed to modernize voice, video, and meeting experiences, while saving companies substantial costs in their communication infrastructure. Organizations can now replace their legacy meeting and phone systems with innovative services built on the familiar Skype for Business experience, all naturally integrated within Office 365—the world’s most-used collaboration and productivity platform.

Read the rest of entry »

Microsoft Dynamics CRM 2016 Now Available: Ushering in a New Era of Intelligent Customer Engagement

Microsoft Dynamics CRM 2016 is now available!  The new release is not only our most comprehensive ever, but it also represents a huge leap forward in our journey to deliver intelligent customer engagement.  

Read the rest of entry »

What’s New in CRM 2016?

Are you ready for 2016? Dynamics CRM 2016 focuses on maximizing customer engagement. Dynamics CRM 2015 offered a simple and seamless user experience across the application that focused on improved productivity of customer-facing employees through applications like Exchange, Excel and OneDrive for Business for easier task management. The 2016 version provides several enhancements with intelligence and mobility features, including integration with applications like BI and Office 365.

Dynamics CRM 2016 presents a unique design for you to manage all your customer-facing activities through a single experience. Toggling between different functions in Excel, writing proposals in Word, accessing documents stored in OneDrive for Business, increasing the productivity of your sales team through Delve; you can do all this and more directly from the CRM platform while improving your customer service process.

Read the rest of entry »

Pages: Previous1234567...23NextReturn Top