Microsoft Dynamics CRM (Archived)

Automatically send reports to email weekly

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Hey guys,

What I want to do is to send to user a custom report as attachment in email every friday.

Is this even possible?

I read something and I think this could be possible via plugins, but is it? Or is there a better solution?

Thank you in advance.

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nghieppham 4,755 on at

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Hi,

You can do it via set up in SSRS report server. You just created a snapshot of report and schedule to send email.

Please check this link www.mssqltips.com/.../working-with-report-snapshots-in-sql-server-reporting-services-ssrs

www.databasejournal.com/.../report-snapshots-in-ssrs-2008-r2.html

Regards,

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Community Member on at

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HI,

Please refer the below links :

www.iotap.com/.../report_scheduler_ms_dynamics_crm

www.powerobjects.com/.../report-scheduling-and-email-subscription-in-crm-2011

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Community Member on at

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Hi,

I followed this: www.powerobjects.com/.../report-scheduling-and-email-subscription-in-crm-2011

and created a snapshot of my report. The thing is, I don't have "CustomReports" folder on my ReportServer.

Any ideas?

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Soma Shekar 461 on at

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Hi,

Use Dynamic docs

dynamicsobjects.com/.../Dynamics-Docs

to create the reports using MS Word templates,

OR

if you are using CRM 2016 use Word templates , and schedule the email using Dynamics PDF-Docs add-on

dynamicsobjects.com/.../Dynamics-PDF-Docs

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Community Member on at

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I would suggest against using Dynamic Objects - purchased and used them, but had to remove them because the Forms load times a slowed down dramatically - we lost loads of time trying to investiage the poor CRM performance until we realised it was this.

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Community Member on at

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Also - this is the single most important missing feature from CRM/365. How a user can not email a report in 1 click is a massive omission. for example try and email a Quote to a user in CRM and you will see what I mean.

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Soma Shekar 461 on at

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HI Tim,

We updated the solution , now the form loading issue has been resolved, you can check it the new version.

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Rajat Awasthi 675 on at

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this is online or on-premise?

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Soma Shekar 461 on at

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Both online and on-premise.

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Rajat Awasthi 675 on at

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On- Premise has OTB feature to Schedule Report.

For Online , You can rely on third party tools.

if you don't want to use Third party tools you can use below approach:-

Write a service which will execute your report and will send report as email to your client.

Scheduling here is calling the web service method on weekly basis from client side.

if you find a better solution let me know as well.

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