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 / Microsoft Dynamics CRM (Archived) / Run report & email...
Microsoft Dynamics CRM (Archived)

Run report & email as an attachment - Best approach

(0) ShareShare
ReportReport
Posted on by Community Member

Hi, I have a need to create a workflow that runs a Report & emails as an attachment. I've noticed various posts & resources but was wondering with the advent of 2016 version of Dynamics CRM (I'm using online version) as well as 2016 version of workflow tools, is there any updated or better approach?

Thanks in advance.

Todd

*This post is locked for comments

I have the same question (0)
  • Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi,

    In case of online you can use client side method to execute report and attach to your email (you should be able to get sample code if you will search), also as per my understanding Workflow tools does not contain any step to attach report, but there is one step to get attachment from entity.

    Hope it will help.

    Thanks

  • Community Member Profile Picture
    Community Member on at

    This is exactly what I need here but appears its a little old now

    www.powerobjects.com/.../send-report-pdf-via-workflows

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    you need to write custom activity code,

    makdns.blogspot.com/.../ms-dynamics-crm-generate-email.html

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 > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans