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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Automatic reports

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Posted on by 2
Hi all, new Dynamics User here. I come from a ServiceNow background and used to be able to set up reports to be produced at specific times and exported to a OneDrive location.  Is there a way of doing this?
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  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    Hi Partner,
    You can use power automate to create reports automatically.
    Please refer to the following link:
    And you can run flows on a schedule if you want to set up reports to be produced at specific times: 

    I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
    Regards,
    Leah
  • sbott Profile Picture
    2 on at
    Many thanks I will have a look at that, I had tried to use PA but it didn't provide the options I was expecting, so hopefully this will make it clearer.
  • Zap Objects Profile Picture
    924 on at
    Hi Steven,
    Scheduling of reports which could be exported in any desired format and sent in email body / attachment or saved to Sharepoint can be easily achieved using Zap Report Scheduler solution.
    For details, please refer: https://zapobjects.com/apps/zap-ssrs-report-scheduler/

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