Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Unanswered

Any way to send the Reports as attachment through work flow ???

(0) ShareShare
ReportReport
Posted on by 30

Hi,

Please suggest a way to create a work flow as below 

Customer need to get the report of the case (which i already created in crm) by email 

  • LeoAlt Profile Picture
    LeoAlt 16,331 on at
    RE: Any way to send the Reports as attachment through work flow ???

    Hi partner,

    You could create a custom workflow with  C# to add the report as an attachment and send it to others with email.

    www.linkedin.com/.../generate-report-pdf-attach-email-dynamics-crm-ninad-belwalker

    mscrmmindfire.wordpress.com/.../

    community.dynamics.com/.../crm-workflow-email-crm-report-as-pdf-attachment

    Hope it helps.

    Best Regards,

    Leo

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Any way to send the Reports as attachment through work flow ???

    This may have some ideas:

    community.dynamics.com/.../workflow--send-email-with-report

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,321 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans