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Small and medium business | Business Central, N...
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Schedule reports with excel attachment in emails.

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Posted on by 130

Hi All - I would like to schedule an aged report or any other report as an excel attachment to a group of email address.

Email person may or may not be an end user of business central. Please assist me.

 

  • JAngle Profile Picture
    159 on at

    I have a solution for this with Power Automate that I will be presenting at bctechtalk.com/.../. Please register and tune in to find out.

  • Community Member Profile Picture
    on at

    Hi Rajendra,

    If you want to Schedule reports with excel attachments in emails you can try using Reports Scheduler Add-on which will enable you to automatically run reports in Dynamics 365 CE. It can be set to execute on a scheduled interval and send the report as an email attachment. Reports Scheduler supports both out-of-box system reports as well as custom reports. Also, it can deliver automated reports to single or multiple users in a team. With the simple configuration in this add-on, you can automatically generate & send unlimited timely reports. This advanced add-on, helps you simplify scheduling reports in Microsoft dynamics.

    To know more you can visit: Report Scheduler for Microsoft Dynamics 365 CRM [Get Free Demo] (solzit.com)

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