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Customer experience | Sales, Customer Insights,...
Suggested Answer

How to call workflow from ssrs report

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Posted on by 25

Hello 

I need a way to call workflow from ssrs report action or some other way that work in ssrs report.

I test vbscript but this is not working for me maybe i am lost something.

please help me 

thanks

I have the same question (0)
  • Esteban Coto Alfaro Profile Picture
    on at

    Hello, I recommend you to check this documentation about how to call a Dynamics 365 workflow through JavaScript: carldesouza.com/.../

    Thanks!

    Community Support Team - Esteban

    If this Post helps, then please consider Accept as solution to help the other members find it more quickly.

  • Pradeep Rai Profile Picture
    5,489 Moderator on at

    Hi,

    Can please share actual scenario?

    Thanks,

    Pradeep.

  • Armin Sefidkar Profile Picture
    25 on at

    Hello

    I have a ssrs report with table formatted output.

    In this table exists records like incidents.

    I want click on incident to run a workflow that create custom email related to this incident.

    that's it...

    Thanks

  • Armin Sefidkar Profile Picture
    25 on at

    Hello Esteban

    This link is for call workflow from javascript rest api that t think not work in ssrs report.

    The true way maybe likes run workflow with stored procedure or run workflow from crm SDK. But i don't know how could this way work and fix my problem.

    Thanks

  • Suggested answer
    Pradeep Rai Profile Picture
    5,489 Moderator on at

    HI,

    I have one suggestion, that is we can give link in SSRS report and on click of that CRM record will get open from there we can send email.

    For Adding link to SSRS please refer below blog:

    https://salimadamoncrm.com/2013/08/01/ssrs-reporting-how-to-create-url-to-open-crm-forms/

    Instead of SSRS, you can check other solution like Power BI. In power bi we have option to trigger Power Automate, adding Canvas App.

    https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/powerapps-custom-visual

    Thanks,

    Pradeep.

  • Armin Sefidkar Profile Picture
    25 on at

    Hello Pradeep

    I don't have experience with power bi. Is this work in on-premise environment?

    thanks

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