Report and/or View Scheduler

inden PramitiSoft Pvt Ltd

Hvad er Testkørsel?

Varighed af testkørsel: 120 timer

The Scheduler allows business user to schedule and email, Reports, Views, FetchXML on periodic basis

The Report Scheduler solution allows the business user to schedule and email, Reports, Views (System and Personal), FetchXML on a periodic basis to contacts or users in Microsoft D365 Customer Engagement.

The solution is intended to increase productivity for customers and users who want to schedule reports or views or queries and email them to contacts or users periodically and methodically as per the business needs. It eliminates the need for the business user to remind themselves to send the reports and also the mundane activity of doing it repeatedly.

Sample Scenarios:

1. Sending periodic reports of Sales to Stakeholders.

2. Sending periodic reports of unresolved cases based on criteria to Operations Management in call center.

3. Sending periodic reports of student performance to parents and/or schools in specific geographies.