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Is there a way to Generate a report automatically when a Work Order is closed?

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Posted on by Dpekarchik

Essentially we want to:

1.) Generate a report when a work order hits a certain WO status.

2.) convert it to a pdf

3.) email the report to a distribution group.

I have no problem with #3, and I believe I can figure something out for #2, but I'm stuck trying to generate the report automatically at the moment. I'm only finding articles on scheduling the report at a certain date/time, but not running the report off of a trigger.

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Work Order

Analysis and Integration

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evct 125 on at

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RE: Is there a way to Generate a report automatically when a Work Order is closed?

Hello Dave,

we were able to do that, but it is a manual operation and we use SSRS reports.

When the WO is ready to administrative closure, the dispatcher generates the report within CRM, saves it as pdf, and create an email activity with the pdf in attachment.

Hoping also for a better solution, but for now this works for us.

Hope it helps.

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Chakradhar 20 on at

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RE: Is there a way to Generate a report automatically when a Work Order is closed?

Hi Dave,

You can achieve this using Document Template.

1. Configure the content of your expected report in a word template

2. Create a workflow and run the workflow on change of status of work order and status = closed. Add the following steps on success condition

Under Action select SetWordTemplate and set the Entity to “(None (global))”

Select Set Properties. : Choose the word template you configured and the context of the work order entity.

3. Activate the workflow.

4. Once the work order is closed, the word template with configured data will be attached with the work order.

Extension suggestion:

1. If interested, you can transfer the word document from notes to sharepoint library.

2. You can send an email from the notes (annotations)

Let me know if this works for you.

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Dpekarchik 80 on at

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RE: Is there a way to Generate a report automatically when a Work Order is closed?

Thanks for the info but we are using SSRS through Azure, so the word template won't work.

we're actually going to try this:

community.dynamics.com/.../microsoft-flow-creating-dynamics-365-scheduled-report-low-code-approach

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Al Iggs on at

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RE: Is there a way to Generate a report automatically when a Work Order is closed?

Another option is to use of ISV solutions, such as for example docx42. They can trigger the generation of various kinds of documents (incl. DOCX and PPTX) using Flow and can also mail the result to a recipient group. Only a very light-weight installation on the D365 side and the report generation happens on their servers or OnPrem.

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Dpekarchik 80 on at

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RE: Is there a way to Generate a report automatically when a Work Order is closed?

Essentially this is similar to what we are coming up with as a workaround. There's just some pressure to get it off of the manual part of this process. Still haven't found anything, but a lot of false starts. I'll keep you posted. Thanks

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