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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Is a System Dashboard ...
Microsoft Dynamics CRM (Archived)

Is a System Dashboard subscription possible?

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Posted on by MattieG72

Hi All

I am currently replicating CRM 365 Dashboards in SSRS for (some reason)... but is it possible to setup a CRM  subscription to an email address instead of doing this through SSRS?

Come on Microsoft... don't let me down :)

Thanks
Mattie

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  • Suggested answer
    ashlega Profile Picture
    ashlega 34,477 on at

    Hi Mattie,

     if you are looking for a way to send those reports to an email address periodically, then there is no such functionality in Dynamics. Actually, if you are using SSRS provided by Dynamics, it's, probably, still going to be a problem to set up subscriptions since you won't have direct access to the reporting server.

     If you are using your own SSRS server, that should work.

  • Wayne Walton Profile Picture
    Wayne Walton 13,730 on at

    And to clarify, dashboards are of live data, there's no way to "send" them natively.  But you can certainly set up workflows to send information via email, it just won't be dashboards.

    If you need non-CRM users to have reporting data from CRM, I strongly suggest setting up PowerBI and pushing the data there for those users.  Then they can use PowerBI's tools to look at the data as they please.

  • MattieG72 Profile Picture
    MattieG72 on at

    Thanks Alex

    Great knowledge. I will stick with SSRS then!

    Thanks

    Mattie

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