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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Scheduling email send ...
Microsoft Dynamics 365 | Integration, Dataverse...
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Scheduling email send of a report in Dynamics 365

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Posted on by OllyMUK 305

Hi all

I have created a report in Dynamics 365 that I want to email to my manager. Is there an easy to do this with Dynamics 365 without having to recreate it all using Flow? I don't mind how the report is presented but it would be ideal if it were as an excel attachment.

Any suggestions?


Olly

I have the same question (0)
  • Sanket87 Profile Picture
    Sanket87 160 on at

    Hi,

    You can flow this approach    https://www.inkeysolutions.com/blogs/automatically-schedule-the-report-and-send-it-as-pdf-attachment-with-the-email-in-microsoft-d365-ce-crm/

    You do not need to recreate the report

  • Zap Objects Profile Picture
    Zap Objects 924 on at

    You can easily schedule report (daily/weekly/monthly) in Dynamics 365 Online using Zap Report Scheduler App:
    https://zapobjects.com/apps/zap-ssrs-report-scheduler/

    The email can have the report inline (which makes it very easy to read) or even as an attachment (excel / pdf).

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