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)
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