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Report Scheduler - Dynamics 365 - Microsoft Dynamics CRM - Annual Subscription

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Price:   $599.00   
User Tier: 


 Dev-Test:

IOTAP’s Report Scheduler add-on for Microsoft Dynamics CRM enables easy scheduling of CRM data which is delivered automatically via email.
The trial version is available for immediate download and setup.

The annual subscription also includes one non-production instance license for purpose of development or testing.

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 \ Anniversary \ Contract expiry \ Opportunity close date approaching, etc)

  • Allows Grouping, Sorting and Totaling of records

  • Scheduled data back-up in the form of csv or txt files

  • Users can easily receive 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 records 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

  • Secured Distribution allows blocking of any email addresses and any domain from receiving your scheduled reports.

  • Notes special report: report which will organize / group the notes by each of the entities along with the grouped fields.

  • Customizable email template allows adding of corporate logos, color, typefaces, signatures and other brand related images. (Beta release)

  • Multi-User Scheduling of single report (Beta release)

To view #Sample Reports: Click here

CLICK HERE to try "CRM Report Scheduler Trial product" that is available for immediate download and setup.

 

Works with:

 

  • Dynamics CRM Online

  • Dynamics CRM On-Premise (Requires Update Roll-Up 12)

  • IFD

  • Partner-hosted

 


















When you download CRM Report Scheduler add-on file for Dynamics CRM, you will receive an email from IOTAP with the download link and a User Guide.

 
To share your feedback or to suggest new features about Report Scheduler, please CLICK HERE or write to support@iotap.com.
The annual subscription also includes one non-production instance license for purpose of development or testing.  

If you are looking to install the add-on on additional non-production environments, you can purchase the additional license at a discounted price of only $199 PER environment.

Active CRM Users

 Annual Subscription

1-24

 $599

25-49

 $699

50-99

 $799

100-249

 $999

Test Instance for the same Org

 $199

For 250+ users please contact sales@iotap.com

Active Users = All Enabled CRM Users (includes read-only, admin-only users, Service accounts as well)
Support is covered under the annual subscription. For more details about support terms, refer Annual Maintenance Contract (AMC) for Microsoft Dynamics CRM Add-ons.


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 \ Anniversary \ Contract expiry \ Opportunity close date approaching, etc)

  • Allows Grouping, Sorting and Totaling of records

  • Scheduled data back-up in the form of csv or txt files

  • Users can easily receive 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 records 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

  • Secured Distribution allows blocking of any email addresses and any domain from receiving your scheduled reports.

  • Notes special report: report which will organize / group the notes by each of the entities along with the grouped fields.

  • Customizable email template allows adding of corporate logos, color, typefaces, signatures and other brand related images. (Beta release)

  • Multi-User Scheduling of single report (Beta release)

To view #Sample Reports: Click here

CLICK HERE to try "CRM Report Scheduler Trial product" that is available for immediate download and setup.

 

Works with:

 

  • Dynamics CRM Online

  • Dynamics CRM On-Premise (Requires Update Roll-Up 12)

  • IFD

  • Partner-hosted