Published on Thursday, August 20, 2015
Drive User Adoption Using IOTAP Report Scheduler for Microsoft Dynamics CRM Online and On Premise
CRM Report Scheduler Demo!
Get vital information in front of your users to drive adoption and increase the value CRM is providing to your organization.
- Report Scheduler Add-On Overview
- Top 5 most commonly scheduled reports
- Multi-User Scheduling Feature - Schedule a single report for multiple users
- Notes Special Report - Email new notes added daily/weekly along with key information from related
- Birthday Reminder Feature
- Branding report email template - Adding corporate logo, signature, change font color, etc.
- Upgrading from an order version to a newer version of report scheduler
- Q & A Session
- New Features Suggesions & Requests
- Upon registration, a link will be e-mailed with webinar log-in credentials.
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