Arbela Report Scheduler for Dynamics 365 Customer Engagement
A commonly requested customization for implementations is the ability to schedule and automatically send-out reports from Dynamics 365. The Arbela Report Scheduler is a managed solution for Dynamics 365 Customer Engagement that allows organizations to schedule recurring reports to be emailed out to a list of individuals. With straightforward configuration, business analysts and CRM administrators can easily create and manage emailing a report recurrence.
CRM License Not Required
Eliminate the need for a CRM license to review & analyze reports. Send to as many recipients as needed.
Send Reports on a Schedule
Schedule reports to be sent automatically on a regular interval to any recipient. Set it and forget it.
Without logging in into another app or CRM, receive the reports straight to your email inbox.
Watch the video below to see how it works in 2 minutes!