Zap SSRS Report Scheduler App for Dynamics 365 Online / On-Premise allows you to schedule Dynamics 365 CRM Reports (out-of-box and custom) to be emailed on periodic basis. To learn how report scheduler works, check-out my earlier blog: Scheduling reports in Dynamics 365 CRM.

Typical requirement of CRM Administrator: I have a Sales team of 15 Sales Managers and need to send them report of “Opportunities nearing Close date” every week. However please note that each sales manager should receive only their records and not everyone’s.

A traditional approach to achieve this requirement using Report Scheduler App would be:

  1. Create opportunity close date report with filter: Owner Equals Current User
  2. Create 15 different “RS Configuration” records with each one having owner set as each sales manager

Isn’t that a lot of work? to not only build but also to maintain!

Zap Objects now brings to you a new innovative approach called as “Bulk Scheduling” which would achieve this requirement with just 1 report and 1 RS Configuration record…greatly simplifying the task of creating and maintaining the schedule!

Let’s see a demo  of how bulk Report Scheduling works:

Now all sales managers would automatically receive “Opportunities Nearing Close Date” report with only their OWN records and not everyone else’s.

Zap SSRS Report Scheduler App from @ZapObjects can help you schedule reports in Dynamics 365 CRM Online / On-Premise there by keeping everybody updated with latest real-time information!