How to automatic report in D365?

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Posted on by Chomchanok

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Dear All,

I would like to consult all of you. Most of my users have a schedule to download report and send email to their boss every monday. For report I can customize to my users but I want to know the way to do like a automate report and send by email every monday morning. Can someone guide me how to do?

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GirishS 27,827 Moderator on at

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Hi Thanakorn Kanjiropas,

If it's a SSRS report, you can set the recurrence pattern and change the destination to email in the report parameter dialog itself.

Thanks,

Girish S.

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Chomchanok 276 on at

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Dear Girish S

For my understanding you recomend me to access to report services directly and set up 2 thing.

1.set a schedule

2.set a desination and parameter that I want right?

For production server microsoft allow us to do right?

Let's I consult that I'm a inhouse developer but for production I need to pass my code to my partner(implementor) and They will deploy to production server. So if most of people can do like this I will assume that We can do but we need to specific a parameter to them.

but I'm not sure microsoft allow to do this?

Best regards,

Thanakorn

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Martin Dráb 237,801 Most Valuable Professional on at

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No, this isn't the right approach. It can be done in F&O - notice the option to set a print destination and batch processing with recurrence in report dialogs.

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Chomchanok 276 on at

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Thank you martin,

Can you please support my additional question?

when I do a recurring report, how can I send a parameter such as date to my report or I need to create a new one without date parameter

and do recurring? and how I specific email that I need to pass to my users?

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GirishS 27,827 Moderator on at

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As I already told you need to Click Destinations >> Change button on the report dialog>>The Print destination settings form is displayed. Here you need to add the email address.

Report will run against the parameter you are giving in the dialog form.

Refer to the below Microsoft documentation.

https://learn.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/print-or-email-a-report-on-a-recurring-basis?redirectedfrom=MSDN

Thanks,

Girish S.

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Chomchanok 276 on at

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Dear Girish S,

thank you so much, Do you have experience about this error? when I check my email history d365 send email under my account but when I check a smtp.

we configure by admin's email. not my account. ps when I test email by admin users everything is OK.

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