Dynamics 365 CRM software is used to record and maintain customer information, streamline processes which in turn improves the profitability of the business. It organizes this information to provide a 360 degree view of the customer which further enhances the management of relationship between the customer and the organization.
With Dynamics 365 CRM end users can create basic reports. Custom reports is the real powerhouse of reports. It is written in SQL Server Reporting Services (SSRS) outside of Dynamics 365 CRM but are run in D365 CRM by the end user. Dynamics 365 SSRS reports allows user to calculate data in a complex way, visualize data through charts, and format the output with various colors, fonts, and tables.
Dynamics 365 CRM offers end users the option to export reports with the help of
In short, Dynamics 365 CRM users derive following benefits with the use of these features:
Increase operational efficiency
Reports contain data and information required to make managerial decisions. Easy export of these necessary report improves the efficiency of business operations.
Automation of work saves time and effort. With workflow automation to export word templates, resources can be put to their optimum use. The available time can be utilized for planning and development of business processes.
The productivity of users increases on an overall basis. Exporting report cuts short on a considerable amount of effort which can be utilized to increase productivity of the users.
Standard & Accurate Report
The reports are exported in a standard format. There are no variations in the format and data remains accurate without any omissions and deletions. This helps in smooth execution of business plans and planning marketing strategies.
Thus, enhance overall productivity of business operations and increase efficiency of workforce by