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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / automation of reports ...
Microsoft Dynamics CRM (Archived)

automation of reports in dynamics crm online

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Posted on by raveesingh 95

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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  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: automation of reports in dynamics crm online

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

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: automation of reports in dynamics crm online

    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

  • Verified answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: automation of reports in dynamics crm online

    Hello,

    This is not possible in CRM Online.

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