web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Generate multiple repo...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Generate multiple reports in PDF and email

(0) ShareShare
ReportReport
Posted on by mblyakher 5

We are using CE version 9.1 online.
I have a two part question

1. I created several reports that run on salesorder entity. Depending on the type of order I need to run one or two reports in pdf format end email them.

Is there a way to do it through api or js or else?

2. I can create external web api and call it from D365 online. In my external api I want to call reports that are hosted in D365, download them in pdf and email.

I cant seem to find a way to connect to report server ( for d365 online) to call my reports.

Is it even possible to achive?

TIA

Michael

I have the same question (0)
  • Zap Objects Profile Picture
    Zap Objects 924 on at

    Hi Michael,

    This can be easily achieved using Zap Report Scheduler App!

    For more details, please refer blog: https://zapobjects.com/microsoftdynamics365_crm_ssrs_report_scheduler_app/automatically-email-dynamics-365-crm-report-as-a-pdf-excel-word-attachment-or-attach-to-notes-or-save-to-sharepoint-using-workflow-when-using-zapobjects-ssrs-report-scheduler-app-for-dynamics/

    The above blog talks about using workflow to generate PDF from reports...and send in email to customer... (the same can also be achieved using power flows too in latest version)

    For more details regarding Zap Report Scheduler App, refer: https://zapobjects.com/apps/zap-ssrs-report-scheduler/

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,409 Super User 2025 Season 2 on at

    I guess you can achieve this using the Power Automate.

    First Run the Report for the Record and get the PDF file.

    Then attach this PDF file to the email and send.

    You can refer below articles which will help you to connect the dots.

    www.inkeysolutions.com/.../

    msdynamicscrm137374033.wordpress.com/.../

    reenhanced.com/.../

    www.shanebart.com/.../

    Thank you,

    Amit katariya

  • mblyakher Profile Picture
    mblyakher 5 on at

     Zap Objects  Just to confirm, Zap report scheduler works with D365 online version?

  • Zap Objects Profile Picture
    Zap Objects 924 on at

    Yes, Zap Report Scheduler works with D365 Online!

  • mblyakher Profile Picture
    mblyakher 5 on at

    Zap Objects I've looked over documentation and interested in this option "Using Power Automate OR Workflow to generate Report (Multiple Reports in single email)", but its password protected. Is there a way to view it?

  • Zap Objects Profile Picture
    Zap Objects 924 on at

    Please email support@zapobjects.com and someone from support team will assist you!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 108 Super User 2025 Season 2

#2
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 49 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans
Liquid error: parsing "/globalsearch/?q=star+health+insurance++24+months+waiting+period+health+issue++name+" - Nested quantifier +.