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Report Scheduler - Microsoft Dynamics 365 Online and On-Premise

 

Report Scheduler for Microsoft Dynamics CRM

IOTAP’s Report Scheduler add-on for Microsoft Dynamics 365 enables easy scheduling of data which is delivered automatically via email. It works from within Dynamics 365 and is an excellent addon for Online or On-premise. (**Please note that this add-on does not schedule Dynamics reports instead allows scheduling of Views(system as well as custom made) and sending them as reports in email**)

This product requires an email delivery to be setup in Dynamics 365 (at least one outgoing profile). Please contact IOTAP Support if you need assistance in setting up your email router or server-side synchronization.

Features

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)

 

 



Existing Users
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MS Dynamics CRM Add-On Testimonials

 

  • Works great. We often have need to clone 5 or more records and this achieves it in seconds… Highly recommended! Exceptional service!

    SCHOOLS INDUSTRY
  • Super easy deployment and very good control and performance of the utility. Makes me want to explore more of the add-ons as time allows.

    Stuart Fawcett
  • The sub-totaling in v5.0 has been a huge value-add. IOTAP support has been very responsive! Easy to build, maintain and edit… Very happy with this product, highly recommend.

    Anonymous
  • It has solved our sales guys problem of managing manual calendars to remember each and every client's birthday or important anniversaries... it helps filter-out the contacts with Birthdays, month-wise or date-wise if the gifts have to be pre-planned !

    Jennifer R
  • What's not to like? It works as indicated. Very flexible. I installed it and started using it… Beyond the quality of their product, IOTAP has some of the best customer service I've ever encountered. They are available, attentive, and will not hide behind emails. Awesome!

    Scottyhuff
  • Cloning functionality is something that you’d expect to be standard in CRM but that just isn’t! Our Quotes are quite huge, as we needed cloning desperately to duplicate our quotes... IOTAP‘s Clone add-on came to our rescue... Great product and very reliable support - we have been using their Clone add-on for past 6 months... And we are happy that their latest version does not use Silverlight... highly recommended!!!

    Glenn Mcguire
  • The add-on was easy to install and setup. Response time of IOTAP support is great ! Now we no longer have to enter cases or update them manually - through this system, we can easily see the history of the case anytime. Cases sent to our support email address are registered in CRM automatically, including the customer contact and account, saving us a lot of manual efforts... Tracking of messages all in one place has improved our company process to a large extent ! This is a great system that I would recommend to anybody who values process.

    Jennifer R
  • Great support, extremely reliable and quick to respond. We had a few questions at deployment, and immediately had a share session with their support team… I would recommend this product to any organization as it is a fair price and will really streamline information within your CRM system!

    Cardj
  • Great product to use! Helps us easily track the coming birthdays and we never miss important anniversaries and events related to our customers - great app to strengthen customer relationship

    Anonymous
  • I’m very happy with the "Report Scheduler Add-On" product produced by IOTAP for Dynamics CRM, it took me out of a bind and the installation and setup were both very straight forward.

    Ralph Perez
  • We use Email to Case Premium to support our service team with case management in Dynamics CRM. Our support team saves a lot of time since we don’t have to enter or update the cases manually anymore. It automatically sends an email to our support team which helps us in saving a lot of time. We're very happy with their support team – their responses are quick and easy to understand!

    Anonymous
  • The add-on allows automatic generation of ids in a sequence that can be custom defined based on the business requirements. It even allows to update existing records in the system in the same sequence… It is value for money, with a lot of features that are not easily available in a similar package! The FREE TRIAL option makes the purchase easier.

    Anonymous
  • Cloning functionality is something that you’d expect to be standard in CRM but just isn’t! Our Quotes are quite huge,as we needed cloning desperately to duplicate our quotes... IOTAP Clone add-on came to our rescue...Great product and very reliable support - we have been using their Clone add-on for past 6 months... Happy that their latest version does not use Silverlight...highly recommended!!!!

    Nigella dsouza
  • Finally, a solution for scheduling reports for a CRM 2011 Online implementation. We have been looking for some time (and even 'hacked' out a solution using workflows) but were difficult to maintain and impossible to deploy to anybody other than senior technical staff used to de-bugging code. We can now distribute views out on a variety of updates (opportunities, customer cases etc) for different audiences, different levels of interest / needs and all done automatically. So easy to set-up and deploy that we have already issued the instructions out to department heads / key staff so they can start producing their own scheduled reports, not having to wait for IT to set-up for them. Very impressed with the speed of development (already two versions on with new features being added all the time) and the close-contact with the commercial and support staff of IOTap - my own issues and questioned answered very quickly and our ideas for future features taken seriously... Having the ability to trial the product gave us the confidence that we could install and deploy and get it working very quickly. Made the purchasing decision very easy in the end as we add an audience of supporting end-users loving the daily / weekly reports that were being delivered to them - no-one wanted these to stop so approval to spend was simple.

    Philli Sykes
  • Easy to use and easy to deploy. You can run it and have it auto-number all the records in a batch.

    Anonymous
  • Great product for duplicating entries in CRM 2011. Easy to install and great staff to work with. Highly recommended.

    Jwindsorsr
  • In addition to the outofbox-features iotap made a solution for a custom entitity and it works as expected.

    Harald Marchhart
  • In addition to the outofbox-features iotap made a solution for a custom entitity and it works as expected.

    Harald Marchhart
  • Exactly what we were looking for! -easy to install, and performs exactly as advertised - Copy a quote and ALL Part numbers in one-click! - Thanks!

    Randall Smith

 

Works With

  • Dynamics CRM Online
  • Dynamics CRM On-Premise (Requires Update Roll-Up 12)
  • IFD
  • Partner-hosted

Maintenance & Support

All add-ons offered by IOTAP come with One year of Annual Maintenance and support.

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