Schedule REport in CRM Onilne

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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).

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Mahendar Pal 45,095 on at

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RE: Schedule REport in CRM Onilne

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.
Community Member on at

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RE: Schedule REport in CRM Onilne

I need for online as we are using online version of Microsoft Dynamics
Rawish Kumar 13,756 on at

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RE: Schedule REport in CRM Onilne

its pretty tricky in CRM online but onprem its easy :

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