Report Scheduler Add-On Webinar Details

Title

Report Scheduler Add-On for Microsoft Dynamics 365 CRM and Power Platform

Description

In this webinar, we introduced the Report Scheduler Add-On, designed to automate the entire report delivery process. With a simple configuration, you can schedule reports to run automatically—daily, weekly, fortnightly, or monthly—in your preferred format: PDF, Excel, or Word. Our Dynamics 365 add-on overcomes the shortcomings of out-of-the-box features, adding productivity, saving time, improving accuracy, and maintaining compliance with organizational requirements.

Date & Time
 26 September 2025 |  7:30 PM – 8:30 PM IST (UTC+5:30)

Location
Microsoft Teams (Online Webinar)

About This Event

The Report Scheduler Add-On is built for organizations that rely on Microsoft Dynamics 365 reports for decision-making, compliance, and daily operations. However, they need to share those reports manually, which complicates things. With this add-on, teams can automate scheduling and delivery directly within Dynamics 365 CRM, eliminating the need for manual exporting and distribution of reports. During the session, we demonstrated how the Add-On streamlines reporting cycles, reduces manual effort, and enhances accuracy across departments such as sales, service, finance, and compliance. This will be led by our co-founder and CTO, Mr. Nikhil Gahlot, bringing over two decades of expertise in technology, product development, and digital transformation. Under his guidance, the Soluzione team continues to drive innovation—building productivity-focused Add-Ons that simplify operations for organizations worldwide.

In this session, you learned how to:
      • Configure once and schedule reports to run at defined intervals (daily, weekly, fortnightly, monthly).

      • Export reports in multiple formats (PDF, Excel, Word) with automatic delivery.

      • Send reports securely to SharePoint or Azure for centralized access and storage.

      • Apply optional password protection to maintain security and compliance.

      • Pause or adjust schedules during holidays or business closures.

    • Monitor and manage scheduled reports directly within Dynamics 365—no external tools required.

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Organized By

Soluzione
usa
United States

180, Talmadge Road, Unit# 332, Edison (NJ) 08817 USA
Phone : +1-800-860-6531
Email: [email protected]

Sg in Soluzione
Singapore

10, Anson Road # 22-02, International Plaza 079903 SGD
Phone: +65-98-357-694
Email: [email protected]

inr
India

B-52, IT Park Badwai, Bhopal (MP) 462036 IND
Phone:+91-9302-980-560
Email: [email protected]

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