Tip #299: Schedule CRM on premise reports

Jim “Sourdough Master” Steger sent us a fresh reminder that, despite all the advantages of CRM Online deployments, on premise installations have a few aces up their sleeves when it comes to reporting, and here is one of them:

Don’t forget about the ability to schedule SQL Server Reporting Services (SSRS) reports when using CRM on premise. This is a great way to do automated alerts across multiple records or more complex results without having to rely on a custom solution. Create a report in Dynamics, then publish for external use. Then go into SSRS and create a dynamic data subscription to the appropriate users.