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Scheduling Reports in D365 Online

Posted on by Microsoft Employee

I have a requirement to export from the system 20 reports at the beginning of each month, does anyone know how I can automate this?

So that all the reports are exported and saved in a specific location.

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  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Scheduling Reports in D365 Online

    Hi,

    you can try below solution if you are using crm online.

    www.encorebusiness.com/.../scheduling-reports-microsoft-dynamics-365

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Scheduling Reports in D365 Online

    Hi,

    If it is OnPremise, then you can use SSRS report subscription feature.

    docs.microsoft.com/.../ms159271(v=sql.90)

    Hope this helps.

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