Choose country
Welcome to your Digital Transformation Center
Close
(0) items
You have no items in your shopping cart.
All Categories
    Filters
    Preferences
    Search

    Report Scheduler

    $599.00
    The WORK 365 Report Scheduler App for Microsoft Dynamics 365 enables easy Scheduling of CRM Views which can be received in email inline or as an attachment. Now available on Appsource
    *

    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.  

     

    Works With:

    Dynamics 365 Online

    Microsoft CRM 2011,2013 (Request Custom Build)

    Microsoft CRM 2015,2016

    Dynamics 365 Enterprise

     
    • Interface to set-up recurring and automated email of CRM data on a periodic basis
    • Allows grouping and sorting of records
    • Scheduled data back-up in the form of CSV or TXT files
    • Users can easily receive CRM data in few clicks (no complex reports to be built)
    • No dependency on separate Report Server
    • Mobile Friendly (option to have the data sent in the body of the email)
    • Direct navigation to CRM data 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 users email address
    • Secured Distribution allows blocking of any email addresses and any domain from receiving your scheduled reports.
    • Customizable email template allows adding of corporate logos, color, typefaces, signatures and other brand related images.
    • Multi-user scheduling of a single report

    The subscription includes email based technical support.

    For additional support, a ticket needs to be purchased from store.

     

    Testimonials
    Write your own review
    • Only registered users can write reviews
    • Bad
    • Excellent

    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.  

     

    Works With:

    Dynamics 365 Online

    Microsoft CRM 2011,2013 (Request Custom Build)

    Microsoft CRM 2015,2016

    Dynamics 365 Enterprise

     
    Product tags