Tool Saves Sales and Marketing Teams Hundreds of Hours by Automating Reporting

 (6/23/16, Vienna, VA) Work 365 is pleased to announce the release of the latest version of its Report Scheduler add-on for Microsoft Dynamics CRM. Report Scheduler is just one of the many products and services from IOTAP that allows users of Microsoft Dynamics CRM to simplify their daily processes through responsive customization. Report Scheduler will save Microsoft CRM users hundreds of hours by giving them the power to easily schedule the creation and sending of customized reports through automatic email delivery. The latest release integrates important customer feedback received by IOTAP to ensure the highest levels of user friendliness and efficiency.


Report Scheduler allows users to easily create and schedule CRM report views within Dynamics and automatically send that view data to their colleagues, including non-CRM users. The Add-On is available for Dynamics 2011, 2013, and 2015, and provides CRM users with a significant time savings by eliminating the need to manually pull data from the out-of-the-box solution based on inbound requests. Report Scheduler has been well received by sales and marketing teams, IT administrators, and senior-level managers who rely on regular performance measurement through reports and dashboards but have been frustrated by time-consuming Dynamics CRM data administration required to keep their teams informed in the past.  


One of the newest features of Report Scheduler providers the functionality to deliver data attachments, so users can receive CSV or TXT files that can easily be opened with Microsoft Excel. While Report Scheduler already sends data in the automatically generated email body, the attachment option can also be useful when there is a need to create backups within a regular data integrity effort.


Report Scheduler is just one of the unique Microsoft Dynamics CRM Add-On solutions provided by Work 365. One of the top certified Microsoft partners, IOTAP offers complete installation and support of software solutions for small businesses and large enterprises alike. To learn more about how the Report Scheduler add-on from Work 365 solves the common challenge of data reporting and regular delivery, any interested user of Microsoft Dynamics CRM can sign up for a free trial of Report Scheduler.