Hi there
Is it possible to create a batch job for the financial reports?
I have managed to automate the report generation using a schedule,
but now I need to save them to SharePoint via Print Management.
What options do I have?
Hi ,
Suggestion one:
To use SharePoint storage, set the Location field for a document type to SharePoint. Then, enter a valid SharePoint address in the SharePoint Address field.
To configure SharePoint storage, please start with the MS document:
Configure document management - Finance & Operations | Dynamics 365 | Microsoft Learn
Suggestion two:
This article is given a code (runnable class – job) to perform rendering of a report to a memory stream. With the output found in the code like reportBytes, stream and binData you can do many things, like sending the report to a certain SharePoint location from code. You can view it for reference.
Render report to memory stream D365 (aka AX7) - Microsoft Dynamics 365 Community
Hope these will be useful!
Best Regards,
Hana
This post is my own opinion and does not necessarily reflect the opinion or view of my company.
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