Somewhere in your Dynamics 365 system, there’s a view that matters. “Accounts with planned revenue but no sales activity in 180 days.” “Invoices over 90 days past due.” “Service tickets opened in the last 24 hours.” The logic is solid. The data is accurate. And almost nobody checks it consistently.
So it gets exported to Excel once a week and emailed around by hand – until that stops happening too, because the person who used to do it got busy, or left, or just forgot on a Tuesday.
This isn’t a CRM problem. It’s a visibility problem. The information already exists. It’s just sitting behind a login screen nobody opens on schedule.
View Scheduler flips the model
Instead of expecting your team to go looking for information, View Scheduler delivers it – automatically, on whatever cadence makes sense for that view. You pick the view. You set the frequency. It shows up as a clean, formatted email, ready to act on.
In practice, that looks like a distribution manager getting yesterday’s shipped orders in her inbox every morning at 7AM. A sales VP getting a weekly summary of logged calls every Monday. An AR manager getting a list of invoices 90+ days past due on the first of the month. A payroll manager getting 40 employees’ timesheets delivered automatically before processing day. A quality manager seeing every new service ticket before her morning team meeting.
None of these are complicated views. What’s different is that they now show up whether or not anyone remembers to look.
Why this is worth more than it sounds
You already have dashboards. You already have reports. View Scheduler isn’t another one – it’s operational rhythm without adding a single meeting, task, or process step. One client uses it to send their entire sales team a daily list of accounts with open opportunities but no recent activity. It took a few minutes to set up. Now every rep starts the day knowing exactly where to focus, with no verbal reminders and no “did you check CRM today?” follow-up.
The data was always there. View Scheduler is what makes it actually work for you.
See how it works: https://www.p2automation.com/view-scheduler
