Report Scheduler for Dynamics 365 CRM
Microsoft Dynamic 365 Report Scheduler add-on enables easy scheduling of CRM data which
is delivered via email.
Microsoft Dynamics 365 offers
several advanced reporting options for online and to use tables,
the report will
return all data, regardless of who is running the report.
Install and configure the Report Scheduler solution, this requires configuration on both Dynamics 365 and MS Flow. This will create a custom Flow action, Render
Report.
The Report Scheduler Add-on which enables you to automatically run
reports on Dynamics 365 CRM Online. You can easily set this add-on to executes
on a scheduled interval and send the reports as email attachments. Reports scheduler
add-on is designed to support both out-of-box system reports as well as custom
reports. You can easily deliver automated reports to single user or users in a team.
So, if you are still spending a lot of time pulling out and sending
reports manually then switch to Report Scheduler connector.
With this add-on you just must design and define reports once. One of
the highly sought-after features in Dynamics 365 CE online is the ability to
schedule the delivery of reports. Reports Scheduler is the answer to that and
enables you to automatically run reports in Dynamics CRM Online.
Below are some of the features offered by this add-on:
·
Automate Periodic Reports: With Report
Scheduler you get an intellectual UI to set-up recurring and
automated reports of CRM data on a periodic basis. Simple configuration in this
add-on you can automatically generate and send timely reports.
·
Report Formats: You can generate reports in different
formats as per the requirements. The add-on allows you to export reports in
PDF, Excel, Words, and other formats.
This add-on allows you to set-up recurring and automated email of CRM
data on a periodic basis. You can easily group, sort, and total records.
This is not all below are a few links which can help you find more
details and Dynamics CRM add-ons which can help you grow:
Comments
Post a Comment