web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Send generated SSRS report FO D365 to sharepoint

(0) ShareShare
ReportReport
Posted on by

I wan't to send generated packing slip ssrs report to sharepoint,

any reference or suggestion please?

Thank you

I have the same question (0)
  • Martin Dráb Profile Picture
    237,878 Most Valuable Professional on at

    Could you elaborate your requirements, please?

    Did you consider using document management, for instance? It supports saving files to SharePoint Online, therefore you would have the whole part of saving to SharePoint sorted. You would just have to take a report printed to a file and attach it to a record.

  • Suggested answer
    Sandeep Chaudhury Profile Picture
    3,303 on at

    MSYouuss,

    Like Martin mentioned, you can use standard document attachments feature of F&O where you can create a specific document type called "Packing slips" and use Sharepoint as the storage option for that document type. Then you can either do a customization in F&O to automatically attach the packing slip report to the SO with the specific document type created above and that will automatically store it in SharePoint.

    Another way to accomplish this will be to use Power Platform. When you generate packing slip, you can have print management setup in F&O to send the reports to a designated email ID and then you can write a Power Automate flow to read those emails and documents and store them to a destination like SharePoint or One-drive. I would recommend using this option as this will give you more flexibility and you can easily configure the Microsoft flow (There are templates already available out of the box).

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 646 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 529 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 285 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans