Design and Define once and let Report Scheduler for MS Dynamics CE do the rest
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.
You can set it to executes on a scheduled interval and send the report as an email attachment. Reports Scheduler supports both out-of-box system reports as well as custom reports and it can deliver automated reports to single users or users in a team.
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.
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.
Using Report Scheduler you can directly use email templates and include the reports generated from our Add-on and delivery the emails with attached reports to the users.
Report Scheduler FAQ
Reports Scheduler is the answer to that and enables you to automatically run reports in Dynamics CRM Online. You can set it to executes on a scheduled interval and send the report as an email attachment. Reports Scheduler supports both out-of-box system reports as well as custom reports and it can deliver automated reports to single user or users in a team.
You can contact us for the same at info@solzit.com. The solution can only be installed by Microsoft Dynamics CRM administrators or by users with administrative privileges for Microsoft Dynamics CRM.
The solution is not version-specific. It will work with all the versions of Dynamics CRM.
Yes, it works with both the versions of Microsoft Dynamics CRM On-premise as well Online.
You can contact us for the same at info@solzit.com.
CRM Organization Id uniquely identifies your CRM instance. Normally the CRM organization id will be automatically detected and pre-filled. E.g. it will look like “F9168C5E-CEB2-4faa-B6BF-329BF39FA1E4”. You can also locate this manually in your CRM instance by navigating to Settings->Customizations – > Developer Resource. ID will be the unique organization identifier.
Figure: Navigate to Developer Resources
Figure: Locate Organization ID
You can relish free trial of Soluzione REPORT SCHEDULER for one month from the date of activating the trial.
You can subscribe Soluzione REPORT SCHEDULER for free and can enjoy it for one month.
There is no functional difference between the free trial edition and paid edition. The only difference is free trial will expire after one month from the date of activation.
You can contact us for the same at info@solzit.com.
You can contact us for the same at info@solzit.com.
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