Skip to main content

Notifications

Announcements

Announcing Category Subscriptions!
News and Announcements icon
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to call workflow f...
Customer experience | Sales, Customer Insights,...
Suggested answer

How to call workflow from ssrs report

(0) ShareShare
ReportReport
Posted on by Armin Sefidkar 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

  • Armin Sefidkar Profile Picture
    Armin Sefidkar 25 on at
    RE: How to call workflow from ssrs report

    Hello Pradeep

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

    thanks

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    RE: How to call workflow from ssrs report

    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
    Armin Sefidkar 25 on at
    RE: How to call workflow from ssrs report

    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

  • Armin Sefidkar Profile Picture
    Armin Sefidkar 25 on at
    RE: How to call workflow from ssrs report

    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

  • Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    RE: How to call workflow from ssrs report

    Hi,

    Can please share actual scenario?

    Thanks,

    Pradeep.

  • Esteban Coto Alfaro Profile Picture
    Esteban Coto Alfaro on at
    RE: How to call workflow from ssrs report

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Announcing Category Subscriptions!

Quick Links

photo of Muhammad Affan

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

thumbnail image of a pie chart section

Top 10 leaders for November!

Congratulations to our November super stars!

thumbnail image of the word Tip

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,359 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,370 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans