Skip to main content



No record found.

Microsoft Dynamics CRM forum
Suggested answer

Dynamics 365 CE Online - SSRS Reports as PDF in Email attachment

Posted on by

We have some complex SQL-based SSRS reports written which need to be converted into FetchXML to support Dynamics 365 online. These SSRS reports are actually Quote and Invoice PDFs generated respectively for Quote/Invoices which users can generate from records on custom buttons clicks:

One button for downloading SSRS as pdf and review it and another button for triggering a plugin to generate a PDF report from the on-prem SSRS server, attach it to email and then send it out as an attachment.

How can I achieve the same functionality with FetchXML reports in Dynamics 365 Online? (in a supported way)

  • Suggested answer
    Inogic Profile Picture
    Inogic 23,963 on at
    RE: Dynamics 365 CE Online - SSRS Reports as PDF in Email attachment
    Hi Sachin,
    You can achieve this by using Click2Export. You can export Dynamics 365 CRM SSRS Fetch based reports, attach them in email and choose to auto-send the email or open in draft state. There are many more features that could help you.
    You can try a 15 days trial from here.

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .


André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,989 Super User

Martin Dráb Profile Picture

Martin Dráb 225,588 Super User

nmaenpaa Profile Picture

nmaenpaa 101,148


Featured topics

Product updates

Dynamics 365 release plans