ReportViewSchedule

Report/View Scheduler solution

Our Report Scheduler solution will take just 2 – 5 minutes to import and enable the solution. It will be available for Test Drive on App source soon.

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.

Pricing @ $15 USD + Local taxes (Per instance for Online / Per Server for On-Premise).

The trial version is available on App source for Test drive.

Solution Screenshots

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.

 

Contact us on info@pramitisoft.in for purchase

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Business Pain Points

The standard D365 CRM functionality does not allow to schedule reports or views. 

In On-premise, this is based on the SSRS report scheduler. 

If it involves sending reports/views periodically, it becomes a mundane job to do it repeatedly.

Typical Consumer

Any business user that uses CRM and wants to send reports or views to business contacts or users periodically.

Benefits

The solution takes just 2 – 5 minutes to import and enable the solution.

The business user needs to schedule once and forget unless any specifics of the schedule needs to be changed. Saves Time and Effort for repeat activity.

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.