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

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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.

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