Get Latest Report Generated & Delivered to you Automatically …Regularly
Analytical and detailed Reports are a key feature of Dynamics for Business Intelligence & Insight that provides visibility into actual progress.
In almost all businesses, a common requirement is to have reports generated regularly on a Weekly, Monthly, Quarterly, Bi-Annual or Annual basis… but unfortunately, this is a major shortcoming of D365 that even when the report structure\layout is pre-set (remains unchanged), the process of generating the report need to be executed manually every time since there is no mechanism for their auto-generation.
This manual process causes unnecessary human labor and the possibility of missing out on having them delivered on time.
Soluzione has prepared a Permanent Solution for this problem with its Report Scheduling Automation Add-On that not only gives Dynamics 365 the ability to generate reports automatically on the desired frequency\intervals but also goes ahead and facilitates full automation by having those reports auto-delivered as attachment to email auto-generated via D365.
This Add-On works equally well in generating reports for both out-of-box system reports and custom-built purpose-suited ones and on top of this, it also accommodates the ability to publish reports into desired format like PDF, Microsoft Office Word, Excel and other supported file formats directly within D365 that can be securely placed as email attachments.
This simple yet effective Productivity Accelerator ensures that all Daily, Weekly, Monthly, Quarterly, Bi-Annual or Annual Reports get delivered to the intended recipients on-time, every-time with absolutely no misses or mistakes!
By design, this Add-On utilizes Dynamics 365’s in-built Reporting Engine making it lightweight and highly-compatible with both default and highly customized D365 environments while allowing Graphical and Detailed information to be captured into the report taking full advantage of the D365’s Business Intelligence Capabilities for processing data present in its default and custom entities.
Auto Generate Reports
Report In Any Format
Auto Send Reports
Report Scheduler for Dynamics 365 CE
Report Scheduler FAQ
Report 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 [email protected]. 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.
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.