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Hi all
I have requirement. I have to sent an email on weekly basis to some user. Email contains advance find view or report in an .xlsx format.
Is it possible. If Yes! than How.?
Thank you
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Hi Abdul,
this is worth having a look at
kaskela.wordpress.com/activity-query-crm-for-a-table-configurable-styles
Joe
Hi Abdul,
It would not be possible via OOB workflows, you can create a custom workflow to schedule reports.
There are few other options which might help you:
xrmmatrix.blogspot.com.au/.../creating-report-as-pdf-attachment-in.html
www.powerobjects.com/.../report-scheduling-and-email-subscription-in-crm-2011
blog.clickdimensions.com/.../how-to-schedule-workflows-in-microsoft-crm-online.html
gonzaloruizcrm.blogspot.com.au/.../quite-often-we-have-business-process.html
blogs.mscrm-addons.com/.../Scheduled-reports.aspx
if you are ready to pay, Andrii has suggested a good option.
Hello,
This functionality exists as addon here - www.iotap.com/.../report_scheduler_ms_dynamics_crm
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