Hi,
Is there a way to configure email distribution list for newly generated financial reports coming from Management Reporter or Financial Report Designer. I have configured report scheduling inside the Financial Report Designer to automatically generate reports in a report group based on a recurrence schedule. Now I am aiming to configure automatic emails to recipients so that as soon as the reports are generated they are automatically emailed to a list of users as email attachments or links to the report inside those emails.
I can see that there is a config called Financial report collaboration where we can share reports containing links to reports however it doesn't where to go to configure it. I understand we can use MS Flow or Alert system and a number other options to achieve this requirement however I am interested to know if this could be achieved using out-of-the-box features.
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/financial-reporting-intro?toc=/dynamics365/finance/toc.json#financial-reporting-components
Any ideas?
Hi Andre,
Thanks for the link!
Hi Muhammad,
Ludwig did create a video explaining how to distribute the report and send email notifications: https://dynamicsax-fico.com/2019/03/01/financial-report-distributions/
This might help you achieving your requirement.
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