Schedule REport in CRM Onilne

(0) Share

Report

Posted on by Community Member

Requirement is to schedule Reports in CRM Online, which need to execute every week and Report Snapshots need to be generated, It wil be good if it can go in mail body or as an attachment. The report should run automatically in the morning every week and send report via mail(These are SSRS Reports with FetchXML source deployed in CRM Online).

*This post is locked for comments

I have the same question (0)

All responses (3)

Answers (0)

Rawish Kumar 13,758 on at

Like (0)

Report

its pretty tricky in CRM online but onprem its easy :

check out this blog :www.crmsoftwareblog.com/.../crm-workflow-email-crm-report-pdf-attachment

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

I need for online as we are using online version of Microsoft Dynamics

Was this reply helpful? Yes No
Suggested answer

Mahendar Pal 45,095 on at

Like (0)

Report

Hi Poonam,

You can't schedule report on CRM online, you need to think some workaround for example send report out put as an html report, you can write a custom workflow to render report content in html form (writing queryexpression) and then can schedule this workflow accordingly.

Hope it will help you.

Was this reply helpful? Yes No