free microsoft excel template scheduling with emails

Schedule and Send Reports in Emails with Free Microsoft Excel Template Scheduling

Are you tired of manually sending reports in email attachments every week? Do you need to perform complex analytics using Excel or send multiple reports in a single email? Look no further! With our latest update, you can now schedule and send your reports in emails using free Microsoft Excel template scheduling.

Our Zap Report Scheduler App is designed to help you streamline your reporting process. You can download the latest file from AppSource, which is compatible with Unified Interface and has several new features that make it even more powerful. For instance, we've fixed a bug related to extracting email addresses of senders when the domain contains numeric values.

One of the most exciting features of our app is its ability to retrieve emails based on both the Regarding field and participant list. This means you can now receive reports in email as attachments (multiple Excel files) with ease. Plus, you can configure multiple Excel templates using our app and have them received in email or saved to SharePoint based on your recurring schedule.

To get started, simply build your Excel template(s) with the needed data and visualizations. Then, use our Step-by-Step guide to schedule the Excel template/s using our Zap Report Scheduler App. You can choose from various scheduling options, including daily, weekly, monthly, or annually. Our app will take care of the rest, sending your reports in email attachments at the specified frequency.

The best part? You don't need any technical development expertise to create these reports. Simply use our Excel templates and customize them as needed. Whether you're a business user or an IT professional, our free Microsoft Excel template scheduling solution is designed to make your life easier.

In addition to scheduling, our app also allows you to generate PDF/Excel reports on demand using our Custom Workflow feature. This means you can automate complex reporting tasks and send them in email attachments with ease.

To learn more about our Zap Report Scheduler App and how it can help you streamline your reporting process, check out our blog link below. We're excited to bring this powerful reporting tool to Dynamics 365 CE/CRM users and look forward to hearing from you!

Free microsoft excel template scheduling with emails