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Session Id :
Microsoft Dynamics CRM (Archived)

Create Scheduler to send Online Dynamic 356 report to an email

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Create Scheduler to send Online Dynamic 356 report to an email

I need to create a Scheduler which will trigger daily to execute a fetchxml SSRS report in online dynamic 365 and sent pdf format report to emails provided.

How this can be achieved?  

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  • Community Member Profile Picture
    on at

    Thanks for reply,  

    Can you please point to any alternative solution for this problem?

  • Suggested answer
    Thomas David Dayman Profile Picture
    11,323 on at

    You could make the report into a Dashboard and send the URL to the user via workflow everyday?

  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    It could be a bit late for an answer but following posts describe what to do in your scenario:

    bguidinger.com/.../scheduling-reports-dynamics-365-part-1

    bguidinger.com/.../scheduling-reports-dynamics-365-part-2

  • Suggested answer
    Zap Objects Profile Picture
    924 on at

    You can try out SSRS Report Scheduler App from Zap Objects...This app allows you to schedule reports even in CRM Online:

    https://zapobjects.com/apps/zap-ssrs-report-scheduler/

    The PDF export of the report will be emailed to recipients based on the schedule (day & time) configured.

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