Dynamics CRM reports are detailed informative list of records. Reports may contain information such as accounting information of an organization, customer details, revenue generated during a period, etc. These reports can be converted into report templates in order to keep a common format and update the data from time to time. Similarly, we can create… Read More »
What do you do when you get an urgent email from one of your clients you have been following up since last few weeks, and the client wants you to email a quote urgently? You hurriedly browse through Dynamics 365 to export the quote that you need in PDF format and realize that the process… Read More »
Business reports compiled from Microsoft Dynamics 365 data can be a powerful tool for Organizations to evaluate performance and strategize short-term and long-term goals. While reports can be remarkably useful for the organization, employees often spend a considerable amount of time preparing these reports. This is a concern for many organization as it is not… Read More »
How many clicks does it take to export Dynamics CRM reports? Imagine you have a meeting tomorrow, and you want to present the reports from Microsoft Dynamics CRM. Getting reports from Dynamics CRM/365 is easy but exporting the report in the required format is where most users face difficulties! Due to the number of steps… Read More »