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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Management Reporter re...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Management Reporter report access and email to user groups

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Posted on by Hazeel 2

Hi. I have prepared a MR report and I am trying to circulate report between different departments within my organization . I have put unit security at reporting tree level that will limit the access of each department head at unit level. However i would like to automate report viewing in a way that once report is generated it should send email to relevant users that has been setup in unit security. 

What would be the easiest way to achieve this?

  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,059 Moderator on at

    Hi,

    You can read here to share reports with target users.

    exploredynamics365.home.blog/.../

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Hazeel,

    An alternative to the distribution option that Suarabh shared can be found here:

    dynamicsax-fico.com/.../

    Best regards,

    Ludwig

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