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How to dynamically name ssrs downloaded report in MS CRM?

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Posted on by N1T1337

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There is a requirement to name SSRS report dynamically when download from MS CRM. Is there any way to name the downloaded pdf file?

For e.g. If user downloads the pdf format for report, then it should be dynamically named according to CRM data.

Name will be like:

<Report Name>_<status of record>_<created on date>.pdf

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Tamilarasu Arunachalam 593 on at

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Hi

Please refer to this

www.mtccrm.com/.../

If this solved your question, please mark as answered

Thanks,

Tamilarasu

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Zap Objects 924 on at

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Hi,

Dynamically generating the file name based on data in CRM record... can be easily achieved using Zap Report Scheduler App!

We have an "1-Click Export Report" functionality (which is in-addition to the scheduling functionality) where you can configure the file name using some tokens... and these would auto- take the data from the record from where the report is being generated.

In above screenshot you can see that the "Report File Name" is being generated from Quote Number...

For details regarding the 1-Click Export feature... chk out blog: 1-Click Export of Report to PDF + Auto-Send in Email (Save 14-15 Clicks!) using Zap Report / View Scheduler App for Dynamics 365 for Sales, Customer Service & Power Apps (link)

Link for Zap Report Scheduler App features page: https://zapobjects.com/apps/zap-ssrs-report-scheduler/

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