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Knowledge Base - Home
Report Scheduler

Report Scheduler

Specifically created for our Work 365 Self service customers, be on a look out here for regular updates

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Email Configuration Settings to ensure that the Email is sent from CRM
CRM Settings to ensure that Email can be sent to Un-resolved Email Addresses
Creating CRM Personal View & Scheduling Delivery via Email
Sample Reports created Using Report Scheduler add-on
Setting Up Event Reminders
Notes Special Report
Report Scheduler Troubleshooting Guide
Known Issue: Scheduled Records - Column name already belongs to this DataTable

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About IOTAP

IOTAP provides IT consulting and Software Services that enables companies to effectively connect, communicate and collaborate with their internal and external customers and peers groups. IOTAP is a Microsoft Gold Certified partner and provides full life cycle solutions for implementation of CRM, SharePoint Portal and Collaboration solutions, Web content management systems and Custom Application Development projects for its customers globally. IOTAP provides services and consulting for technologies like SharePoint, and Dynamics CRM. IOTAP is also a Microsoft Cloud Accelerate partner and provides end to end Office 365 implementation services.

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