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automation of reports in dynamics crm online

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Posted on by raveesingh

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Hi ,

I need to automate the process of downloading reports and send to my sales team is this possible in ms dynamics 365

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a33ik 84,331 Most Valuable Professional on at

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Hello,

This is not possible in CRM Online.

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Alex Fun Wei Jie 33,628 on at

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Hi,

this is not possible, but if you wish to have this, you can purchase an app.

1. https://work365apps.com/work-365-report-scheduler

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Mahendar Pal 45,095 on at

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Alternatively you can write custom workflow to generate html report in your email and send to sales team.

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