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Microsoft Dynamics CRM (Archived)

Can I share a custom report directly thru an email

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Posted on by zmk

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Hello,

I have a custom report done on SSRS and uploaded to CRM. The client wants to be able to put this report as an attachment once the report is generated (Same concept found in Excel when u click share thru email and the excel is automatically attached to an empty email)

Is this doable?

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Mahadeo Matre 17,021 on at

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Hi..

Yes you can do it.. you can execute report and export it to excel / pdf attach it to email.

to do this you can use workflow activity or custom button & action.

Here are some articles which will help you start

community.dynamics.com/.../261388

community.dynamics.com/.../244768

community.dynamics.com/.../211341

www.inogic.com/.../super-power-to-export-attach-to-email-or-note-or-download-dynamics-365-crm-reports-in-just-1-click

www.inogic.com/.../auto-send-dynamics-365-reports-as-an-email-attachment-or-upload-to-share-point-watch-out-for-new-click2export

crmpankaj.blogspot.com/.../send-pdf-file-as-attachment-in-mail.html

Hope this will help..

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