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Report Scheduler - Dynamics 365 - Microsoft Dynamics CRM - Annual Subscription

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Price:   $599.00   
User Tier: 


 Dev-Test:

IOTAP’s Report Scheduler add-on for Microsoft Dynamics CRM enables easy scheduling of CRM data which is delivered automatically via email.
The trial version is available for immediate download and setup.

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

  • Scheduled data back-up in the form of csv or txt files

  • Users can easily receive CRM data in few clicks without any IT support

  • No dependency on separate Report Server

  • 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

  • Takes care of all visibility rules set in Microsoft CRM

  • Can send the data even to non-CRM user email addresses

  • Secured Distribution allows blocking of any email addresses and any domain from receiving your scheduled reports.

  • Notes special report: report which will organize / group the notes by each of the entities along with the grouped fields.

  • Customizable email template allows adding of corporate logos, color, typefaces, signatures and other brand related images. (Beta release)

  • Multi-User Scheduling of single report (Beta release)

To view #Sample Reports: Click here

CLICK HERE to try "CRM Report Scheduler Trial product" that is available for immediate download and setup.

 

Works with:

 

  • Dynamics CRM Online

  • Dynamics CRM On-Premise (Requires Update Roll-Up 12)

  • IFD

  • Partner-hosted

 


















When you download CRM Report Scheduler add-on file for Dynamics CRM, you will receive an email from IOTAP with the download link and a User Guide.

 
To share your feedback or to suggest new features about Report Scheduler, please CLICK HERE or write to support@iotap.com.

Active CRM Users

 Annual Subscription

1-24

 $599

25-49

 $799

50-99

 $999

100-249

 $1199

Test Instance for the same Org

 $199

For 250+ users please contact sales@iotap.com


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

  • Scheduled data back-up in the form of csv or txt files

  • Users can easily receive CRM data in few clicks without any IT support

  • No dependency on separate Report Server

  • 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

  • Takes care of all visibility rules set in Microsoft CRM

  • Can send the data even to non-CRM user email addresses

  • Secured Distribution allows blocking of any email addresses and any domain from receiving your scheduled reports.

  • Notes special report: report which will organize / group the notes by each of the entities along with the grouped fields.

  • Customizable email template allows adding of corporate logos, color, typefaces, signatures and other brand related images. (Beta release)

  • Multi-User Scheduling of single report (Beta release)

To view #Sample Reports: Click here

CLICK HERE to try "CRM Report Scheduler Trial product" that is available for immediate download and setup.

 

Works with:

 

  • Dynamics CRM Online

  • Dynamics CRM On-Premise (Requires Update Roll-Up 12)

  • IFD

  • Partner-hosted