Published on Thursday, August 20, 2015

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

Event date: 9/30/2015 1:00 PM Export event

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.


Agenda:

  • 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
  • entities
  • 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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Author: Anonym

Categories: Webinar

Tags: Microsoft Dynamics CRM

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