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Integration of Microsoft Dynamics 365 F&O with Sharepoint

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Posted on by 181
Hi, 
 
I want to integrate Microsoft Dynamics 365 F&O with Sharepoint. The requirement is that whenever I run a report from dynamics 365 F&O, after the report is generated in dynamics, it should automatically save/flow,  as an excel file ,to a folder in sharepoint. In this way, I don't have to manually upload the report to sharepoint after it's run in dynamics.
 
Please help on how to achieve this automation with ease.
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  • Martin Dráb Profile Picture
    Martin Dráb 222,591 Super User on at
    Integration of Microsoft Dynamics 365 F&O with Sharepoint
    If there is a particular problem you want to discuss, please write it down. Your statement says that you didn't achieve everything, but it doesn't explain where your problem lies.
     
    Note that I didn't say that all your requirements will be magically resolved. What you need has several parts and I suggested that print archive may handle the part of saving a printed report to SharePoint and you need to evaluate whether it meets your requirements or not. I don't know whether you've done it at all and if so, what was the result.
     
    Your next step depends on the answer. If you decide that print archive is suitable, you'll need to design a solution to use print archive in your situation. If you decide that how print archive stores reports in SharePoint isn't the way you need, you'll need to look for another solution. I would still try to use existing integration with SharePoint in document management, but designing a custom integration is possible as well. Nevertheless creating it from scratch is not trivial; I don't think you should try it if you have no idea how.
  • txtxt Profile Picture
    txtxt 181 on at
    Integration of Microsoft Dynamics 365 F&O with Sharepoint
    Hi Martin,
     
    I didn't find any option to save report directly to Share point from Print Archive, automatically after the report is run successfully.
  • Martin Dráb Profile Picture
    Martin Dráb 222,591 Super User on at
    Integration of Microsoft Dynamics 365 F&O with Sharepoint
    You want to store a report (printed to a file) in SharePoint. Print archive allows storing a printed report in SharePoint. Don't you see any similarities between your requirement and the capabilities of print archive?
  • txtxt Profile Picture
    txtxt 181 on at
    Integration of Microsoft Dynamics 365 F&O with Sharepoint
    Hi Martin,
     
    Could you please elaborate further on how print archive could help us in automating the report from D365 F&O to sharepoint?
     
    Thanks !
  • Martin Dráb Profile Picture
    Martin Dráb 222,591 Super User on at
    Integration of Microsoft Dynamics 365 F&O with Sharepoint
    If you created a new report and didn't implement support for print management, it does not support print management. But you don't need that; I my suggestion was utilizing print archive, not print management.
  • txtxt Profile Picture
    txtxt 181 on at
    Integration of Microsoft Dynamics 365 F&O with Sharepoint
    Hi Martin,
     
    How to check if my custom SSRS report supports print management or not? 
    Yes, I can save my report in print archive if I select "File" under print destination settings while I run the report.
     
    Thanks!
  • Martin Dráb Profile Picture
    Martin Dráb 222,591 Super User on at
    Integration of Microsoft Dynamics 365 F&O with Sharepoint
    I think you're talking print management. Only some reports supports print management (where you can select from several designs, set number of copies etc.), but print management should be available as a print destination of all reports, if I remember it correctly.
  • txtxt Profile Picture
    txtxt 181 on at
    Integration of Microsoft Dynamics 365 F&O with Sharepoint
    Hi Martin,
     
    Print management seems good but how can we use it in case of ssrs reports. There is no option to select the report, we can select only a handful of forms. I want this feature for my report which I didn't find. Hence, I am not sure if this feature is helpful in my case.
  • Martin Dráb Profile Picture
    Martin Dráb 222,591 Super User on at
    Integration of Microsoft Dynamics 365 F&O with Sharepoint
    These are several different questions.
     
    First of all, consider if print management meets your requirements. If not, then you'll need to design a custom solution for SharePoint integration, but if it does developing (designing, testing, maintaining...) a custom solution for the same purpose would be a waste of resources.
     
    If print management is usable, then we can start discussing how to use in your particular scenario.
  • txtxt Profile Picture
    txtxt 181 on at
    Integration of Microsoft Dynamics 365 F&O with Sharepoint
    Hi Martin,
     
    Thanks for your input.
     
    I explored the link shared by you on the print archive. There, upon clicking the print management link, I cannot see the menu item for my custom SSRS report, that is present in Project Management and Accounting module. I think this option is available only for few forms whose setup is already there in dynamics.
     
    I want to know if this feature is applicable for custom SSRS report. I explored for it but couldn't find any relevant information there.
     
    My requirement is that when I run a custom SSRS report in F&O, as soon as the report gets generated in dynamics, it should be moved to sharepoint location. 
     
    Regarding the excel format, my report contains a simple table with rows and columns and no other specific design. Hence it it expected to be exported in excel format only.
     
    Is there any other way to achieve this requirement of sharing report to sharepoint directly?
    Please provide your valuable suggestions on the same.
     

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