Scheduled Chart/Dashboard Refreshes
CRM real-time dashboards & charts are great for many requirements, but have two drawbacks.
1. For large data sets, performance becomes an issue.
2. For some KPIs, all users need to see the same information and not a "role tailored" view.
Being able to define charts and dashboa...
Need to print dashboard frames and components
Many charts/dashboards need to be exported/saved to a file format such as PDF, Word or Excel. By providing users with the ability to convert existing charts/dashboards to CRM reports, they would get this capability for free. Obviously, only Charts & Lists on a dashboard would be able to be...
Schedulable Workflows & Plug-Ins
Workflows are triggered by events (create, update, assign etc), however in many cases the ability to schedule workflows on a periodic basis is also required. CRM already has a scheduling engine, used for many system processes, as well as some user-defined processes such as Bulk Record Deletion...