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Best option for scheduling a Trial Balance report on an hourly basis for export to another application

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I want to setup a Trial Balance Report to be generated on an hourly basis, with the results placed on a Sharepoint location (or ftp or sftp) to be picked up by a 3rd Party application.

What tools are available within Dynamics 365 Finance to accomplish this? What tools would be recommended by the Community?

In the past, I have used an SQL Job that will run unattended, but could be launched manually, if needed.

  • Suggested answer
    Sukrut Parab Profile Picture
    Sukrut Parab 71,673 Moderator on at
    RE: Best option for scheduling a Trial Balance report on an hourly basis for export to another application

    OOB trial balance report does not have any capabilities to export it on hourly basis. One option is mentioned below to export data used by underlying tables in data lake and built something custom which can be consumed by another application.

    Another option is writing a batch process in F&O using existing classed used by trail balance report like ledgerTrialBalanceDP and write it in the format required by third party application which can be store in Azure blob to be picked up by external app. You can also utilize power automate /logic app to automate this process.  

  • Morgan Bazin Profile Picture
    Morgan Bazin 44 on at
    RE: Best option for scheduling a Trial Balance report on an hourly basis for export to another application

    If you're exporting your data to a data lake for analytics, I would likely suggest to use the data lake as the source. Otherwise, I think a custom entity using DMF to export the data would be the next best option.

    Finally, you might be able to make something work with a PowerApp/Automate.

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