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Report Scheduler

WORK 365

Report Scheduler add-on enables easy scheduling of CRM data which is delivered via email.

Using Report Scheduler Add-on, any CRM user can schedule out-of-box System Views as well as user-created Personal Views and have them delivered regularly in their mailboxes on any scheduled day and time.
  • Interface to set-up recurring and automated email of CRM data on a periodic basis
  • Event Reminder (Birthday \ Anniversary \ Contract expiry \ Opportunity close date approaching, etc)
  • Allows Grouping, Sorting and Totaling of records
  • Users can easily receive CRM data in few clicks without any IT support
  • Mobile Friendly (option to have the data sent in the body of the email)
  • Direct navigation to CRM records from email via a click link
  • Handles scheduling across multiple time-zones
  • Can send the data even to non-CRM user email addresses
  • Customizable email template allows adding of corporate logos, color, typefaces, signatures and other brand related images.
  • Multi-User Scheduling of single report (each user will receive only his data)
https://gallery.azure.com/artifact/20151001/iotapapps.c7211ead-2035-4a4b-a22c-494e76dbb760.1.0.5/Artifacts/Thumbnails/fff3412c-3cab-4f98-aaf2-e2f2b1d4bc26.png
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https://gallery.azure.com/artifact/20151001/iotapapps.c7211ead-2035-4a4b-a22c-494e76dbb760.1.0.5/Artifacts/Thumbnails/fff3412c-3cab-4f98-aaf2-e2f2b1d4bc26.png
/images/videoOverlay.png
https://gallery.azure.com/artifact/20151001/iotapapps.c7211ead-2035-4a4b-a22c-494e76dbb760.1.0.5/Artifacts/SampleImage/d6ccfcc1-07cc-4c78-a229-ea7917fc8691.png
https://gallery.azure.com/artifact/20151001/iotapapps.c7211ead-2035-4a4b-a22c-494e76dbb760.1.0.5/Artifacts/SampleImage/1b34f3a3-73dd-4693-8061-e0395f7ace8b.png