web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
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

  • Esteban Coto Alfaro Profile Picture
    Esteban Coto Alfaro Microsoft Employee 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
    Pradeep Rai 5,489 Moderator on at

    Hi,

    Can please share actual scenario?

    Thanks,

    Pradeep.

  • Armin Sefidkar Profile Picture
    Armin Sefidkar 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
    Armin Sefidkar 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
    Pradeep Rai 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
    Armin Sefidkar 25 on at

    Hello Pradeep

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

    thanks

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

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the August Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Syed Aqib Raza Profile Picture

Syed Aqib Raza 103

#2
Daniyal Khaleel Profile Picture

Daniyal Khaleel 83 Most Valuable Professional

#3
11manish Profile Picture

11manish 54 Super User 2026 Season 2

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans