Customer experience | Sales, Customer Insights,...

Schedule Report in Dynamics 365 Online?

Like (0) Share

Report

Posted on 26 Feb 2021 01:11:19 by CRM Learner 88

I remember hearing a long time ago that you needed an on premise deployment of CRM if you wanted to schedule a report. Can this now be done with online version of D365?

Does it actually email an excel attachment or is it a link to the report?

All responses (8)

Answers (0)

Suggested answer

Goloknath on 22 Mar 2021 at 07:07:58

Like (0)

Report

RE: Schedule Report in Dynamics 365 Online?

Hi,

Yes, you can Schedule Report in Dynamics 365 Online. Reports Scheduler Add-on developed by Team Soluzione allows you to automatically run reports in Dynamics 365 CE. These can be set to execute on a scheduled interval and send the report as an email attachment.

Reports Scheduler supports both out-of-box system reports as well as custom reports and it can deliver automated reports to a single user or multiple users in a team.

Below is the video Link: https://youtu.be/ObIyNRyiXHg

For a free trial, you can visit the link: www.solzit.com/.../
CRM Learner 88 on 12 Mar 2021 at 03:12:31

Like (0)

Report

RE: Schedule Report in Dynamics 365 Online?

So it can be done online now? That's great thanks all for the responses.

I thought this could only be done on prem.
Suggested answer

MehranBre 730 on 01 Mar 2021 at 20:55:38

Like (1)

Report

RE: Schedule Report in Dynamics 365 Online?

work for both

it is a link on CRM.
CRM Learner 88 on 01 Mar 2021 at 20:28:21

Like (0)

Report

RE: Schedule Report in Dynamics 365 Online?

Is this on premise though? That option always used to be there for on premise but not cloud instances. Also when a report is scheduled does it actually email the attachment or is it a link?
MehranBre 730 on 01 Mar 2021 at 09:43:55

Like (0)

Report

RE: Schedule Report in Dynamics 365 Online?

Hello Ayaka,

Did you see my answer? And especially the second image!

What is the name of this feature?

Best Regards.
Suggested answer

Ayaka Iwai on 01 Mar 2021 at 09:25:33

Like (0)

Report

RE: Schedule Report in Dynamics 365 Online?

There is no OOB function to schedule report.

However, it seems you can do that byusing Power Automate and a custom solution.

I hope this will help you.

www.encorebusiness.com/.../
Suggested answer

MehranBre 730 on 28 Feb 2021 at 14:55:27

Like (0)

Report

RE: Schedule Report in Dynamics 365 Online?

Hello.

Yes you can do that and Dynamics keeps snapshots for you that you can download every few days.

To schedule a report, go to the Service section and then Reports.

In this section, click on the report and select the Schedule Report option from the top and make the relevant settings until the end.

Also in this view, you will see an icon next to each report, which by clicking on it, the snapshots of that report will be displayed.

I have attached the photo of this view for you.

good luck.
Suggested answer

Fubar 2,752 on 26 Feb 2021 at 02:09:58

Like (0)

Report

RE: Schedule Report in Dynamics 365 Online?

Still not possible with online for the SSRS reports. Believe there is some capability if you do Power BI.