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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Generate a report and ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Generate a report and send as PDF attachment

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Posted on by Dhasara Devi G N 356

Hi,

I am using Dynamics 365 CE online and one of my requirements is to generate a report and send it as PDF attachment once in a month. Generating a report is not complex, but I am not sure if CRM has any out of the box feature to create a PDF report. The requirement also wants the report to be copied to a SharePoint location. 

Can I use word template and populate the data and use Power Automate to send this as an attachment and also copy the file to a SharePoint location? 

Appreciate if someone can give options to achieve this requirement.

Thank you,

I have the same question (0)
  • RajarajanS Profile Picture
    RajarajanS Microsoft Employee on at

    Hello Partner, 

    Thank you for reaching out. 

    In CRM, if you already have available reports and if you run a report, the wizard will run the report and display value. in the wizard you can save the report as PDF as shown:

    pastedimage1596142105756v1.png

    This will automatically download the report as PDF for you after you run the report. 

    Hope this helps. 

    Mark answer as verified if this helps.

    warm regards, 

    Raj

  • venkatsr Profile Picture
    venkatsr User Group Leader on at

    Hi,

    As per your requirement it can be achieved through power automate to generate pdf and save it in shared location monthly.

    Thanks,

    Venkat

  • Dhasara Devi G N Profile Picture
    Dhasara Devi G N 356 on at

    Thanks Venkat. Can you share any link or steps how to achieve this? are you referring to convert file to PDF action?

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi Devi ,

    you can refer below blog.

    www.inkeysolutions.com/.../

    www.encorebusiness.com/.../

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