Report Scheduling for CRM 3.0

Published 08-03-2006 9:50 PM

Microsoft is continually creating utilities and snap-ins for CRM.  The Report Scheduling Wizard is a great tool they developed that allows you to schedule reoccurring reports that will run on a daily, weekly or monthly basis.  It also allows you to run snapshot report that the user can share with other CRM users.  Once the tool is installed it's available to all users who have the Report Manager privilege in the Reports section of CRM.  All the user has to do is select the report to run, pick start and end dates for the data capture and then how often they would like the report to run.  It also gives the ability to share the report with other users.

If you are looking for a tool to schedule CRM reports, this tool is highly recommended.

The Report Scheduling Wizard can be found here:
http://www.microsoft.com/downloads/details.aspx?familyid=A101D4D9-6463-4A45-899B-3C3EE979C4D0&displaylang=en

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