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Custom Workflow to email SSRS PDF

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Posted on by Pete_N

1,695

CRM 2016

I have a custom entity called new_remitAdvice. when a new record is added, currently I generate a physical PDF SSRS report using a workflow and manually email it out to customers.

I am wondering if this is something that can be done directly through the workflow, ie when a record is created , generate an email and attach the SSRS report in pdf format

any help , tutorials or examples would be gratefully received, not only to resolve this issue but to gain knowledge for other areas of this project

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Mahendar Pal 45,095 on at

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RE: Custom Workflow to email SSRS PDF

Hi,

This is common requirement hence there are many blog posts for the same where you can refer examples, here some of them:

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

harimallampati.blogspot.in/.../extracting-ssrs-report-in-pdf.html

butenko.pro/.../ms-crm-2011-general-approaches-to-generation-of-reports

Thanks

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