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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Ability to Run Report,...
Microsoft Dynamics CRM (Archived)

Ability to Run Report, Export as PDF and Send via email - In workflow

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ReportReport
Posted on by JayRogers

In CRM 2011 we had a workflow that would;

1)      Run a report

2)      Export the report to PDF

3)      Send the PDF via email to a contact

 

This isn’t possible using CRM Online as we have no access to the report server.

This is needed for a key part of our business, is there a way to do this please? Even with add-ons if possible?

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  • Suggested answer
    Wouter Madou Profile Picture
    Wouter Madou 3,392 on at

    I would look at Xperido for this. http://www.xperido.com/

    Or at DocumentsCorePack. www.mscrm-addons.com/.../DocumentsCorePack

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