(Ratings: 0   Avg: )
Rate It!
Share It!

Work 365 Announces Newest Release of Report Scheduler for Microsoft Dynamics CRM

Report Scheduler allows easy scheduling of Microsoft Dynamics CRM report creation and sending to individuals or groups.

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 »

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 »

Drive User Adoption Using Work 365 Report Scheduler for Microsoft Dynamics CRM Online and On Premise

Increasing User Engagement using IOTAP's CRM Report Scheduler add-on. The webinar projects Sample Scheduled reports, Multi-User Scheduling, Customizing Email Template.

Read the rest of entry »

CRMUG Summit 2015: Attend IOTAP Happy Hour & Win An Apple iWatch

Early Bird Discount Ends Sept 15th, RSVP For A Chance To Win An Apple iWatch! Join IOTAP in Reno, Nevada October 13-16 for peer-to-peer training and networking opportunities! CRMUG Summit is the only user-led conference, designed for users by users. It’s your annual opportunity to go deep into your Dynamics CRM questions and find solutions that will maximize your company’s potential to reach the next level. This year, we encourage you to Go All IN and experience: Interactive learning Choose from among 120+ educational breakout sessions. Arrive early and take advantage of optional, instructor-led classroom training. Insightful conversations Get practical knowledge and timely tips, tricks and strategies you can use to get maximum value from Dynamics CRM. Incomparable networking Enjoy nearly unlimited ways to meet and learn from other, knowledgeable users. IOTAP Happy Hour Join us on ...

Read the rest of entry »

New version of Report Scheduler (v11) released for Microsoft Dynamics CRM Online and On-Premise

IOTAP’s Report Scheduler add-on enables easy scheduling of CRM data and works in Microsoft Dynamics CRM Online as well as On-Premise.

Report Scheduler already sends the CRM View data inline in email body in tabular format. With the release of new Version 11 of report scheduler, we have also added the functionality to deliver data via attachments – CSV or TXT files which can be directly opened in Microsoft Excel.The additional CSV attachment option allows the users to directly open data in Microsoft Excel.

Read the rest of entry »