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Hi,
I already create custom report and upload in Dynamics 365 online.
the next is to execute the report automatically and send the result through email to certain people.
in CRM On Premise, there is a ribbon named "Schedulled Report", and this ribbon is not available in CRM Online.
any suggestion to do this on CRM Online?
I already saw for the workflow, but, still not working.
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Hi Wikky and Kate,
at the first, I'm declare all the information from my email server
StringBuilder EmailMessage = new StringBuilder();
string emailTo = string.Empty; string emailFrom = string.Empty; string IBIZUser = "xxx@domain.com"; string IBIZPassword = "xxxxxx"; int IBIZPort = xxx; string IBIZHost = "xxxxxx"; string IBIZSubject = "CRM Daily Report - " + DateTime.Now.ToString("dd MMMM yyyy");
then, I retrieve all the data using queryexperresion (fetchXML). after receive the data, put it on the emailmessage
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if (resultCRMCRFCase.Entities.Any())
{
EmailMessage.Append(TableData(resultCRMCRFCase, orgService));
}
EmailMessage.AppendLine("");
then, start send the email
MailMessage IbizEmail = new MailMessage();
SmtpClient Client = new SmtpClient();
Client.Port = IBIZPort;
Client.Host = IBIZHost;
Client.EnableSsl = true;
Client.Credentials = new NetworkCredential(IBIZUser, IBIZPassword);
IbizEmail.From = new MailAddress(IBIZUser);
IbizEmail.To.Add("mail@domain.com");
IbizEmail.CC.Add("mailcc@domain.com");
IbizEmail.Subject = IBIZSubject;
IbizEmail.Body = EmailMessage.ToString();
IbizEmail.IsBodyHtml = true;
Client.Send(IbizEmail);
only like that. hope it will help you.
Hi Denis,
Could you share your console solution, please?
Thank you in advance.
Hi,
You can check below thread
https://community.dynamics.com/crm/f/117/t/219580
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