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

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Posted on by Sachin Dev Gupta

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)

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Inogic 756 on at

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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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