Automatically Email Report with Dynamics CRM Online 2011

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  Anybody??

  Thursday, March 24, 2011 12:56 PM
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  This is one of those things that you would usually handle using workflow.  I hope the info below helps, it is for 4.0, but it should work in a semi-similiar fashion.

   

  Here is an example for sending a batch of Lead e-mails.

  Create the Lead E-mail workflow, set Scope to Organization and select the On Demand option.

  First step - Wait 2 Days from Workflow Execution Time - Workflow is at the bottom of the picklist value under System

  The condition should be Workflow Execution Time = Workflow(Days: 2 after Execution Time)

  The items following the Execution Time = are dynamic values that you select from the right forms assistant in the workflow

  Second step - add a Send E-mail step.

  Third step - Stop Workflow

  Once you get the e-mail properties set, then run the On Demand workflow against one Test Lead record to see if it works as expected.  If it works as expected, waits two days and sends the e-mail, then run it against the other Lead records.  You can also change the value to Wait 1 hour for testing and if that works then set it back to 2 Days for production use.

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  Jamie Miley
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  Thursday, March 24, 2011 1:07 PM

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  Hi

  There is no automated way to do this for CRM Online. We are aware of this gap but if you can go add a request through MsConnect, it may help in prioritization.

  Thanks

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  Abhishek Agarwal MSFT

  • Proposed as answer by Donna EdwardsMVP Friday, April 1, 2011 1:04 AM
  • Marked as answer by Jim Glass Jr Thursday, September 15, 2011 8:08 PM

  Friday, March 25, 2011 5:47 AM
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  Automated reporting is a huge need in our company.  Where is MsConnect so I can add a request?

  Friday, March 25, 2011 2:11 PM
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  http://connect.microsoft.com  Please add the suggestion and get people to vote for it.

  A possible workaround is to make a copy of the tables in the database that you need for reporting using Scribe or some other import / export tool, then create and schedule report delivery from that SQL database.

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  Regards, Donna

  

  
  

  • Proposed as answer by Donna EdwardsMVP Friday, April 1, 2011 1:04 AM

  Friday, April 1, 2011 1:04 AM
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  Try this tool

  http://dynamicslollipops.blogspot.com/2011/06/sending-report-as-pdf-in-email.html

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  Yair Rozenberg

  Wednesday, July 27, 2011 9:31 PM
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  Not for use with CRM Online 2011.

  <<Microsoft dynamics crm 2011 on premise only solution>>

  Thursday, September 15, 2011 1:27 PM
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  http://connect.microsoft.com  Please add the suggestion and get people to vote for it.

  A possible workaround is to make a copy of the tables in the database that you need for reporting using Scribe or some other import / export tool, then create and schedule report delivery from that SQL database.

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  Regards, Donna

  

  • Proposed as answer by Donna EdwardsMVP Thursday, September 15, 2011 4:05 PM
  • Marked as answer by Jim Glass Jr Thursday, September 15, 2011 8:08 PM

  Thursday, September 15, 2011 4:05 PM
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  FYI for anyone looking, this appears to be the highest ranked connect item for this issue:

  https://connect.microsoft.com/dynamicssuggestions/feedback/details/740040/automatic-reporting

  Thursday, September 13, 2012 2:34 PM
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  If javascript will do, there appears to be a way to achieve this in a crm-online environment posted in this blog: http://xrmmatrix.blogspot.ca/2011/06/creating-report-as-pdf-attachment-in.html

  
  

  Wednesday, October 10, 2012 3:32 PM
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  Dear Community,

  I've put a similar request on connect. Request you to vote for this:

  https://connect.microsoft.com/dynamicssuggestions/feedback/details/773262/scheduled-auto-deliveries-of-reports-dashboards-to-the-list-of-defined-emails

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  Sohaib Ahmad [Business Management Solution Professional] http://www.solutiontalk.blogspot.com

  Monday, December 3, 2012 10:30 AM
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  Hello Sohaib,

  Please have a look at the below solution:

  http://www.iotap.com/Blog/tabid/673/entryid/277/Report-Scheduling-and-Email-Subscription-for-Microsoft-Dynamics-CRM-2011-Online-and-On-Premise.aspx

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  Thanks & Regards, Sumeet Ballani Senior Consultant Off: 91 22 40622618 | Cell: 91 9004406970 | Skype: sumeet.ballani sballani@iotap.com | www.iotap.com http://in.linkedin.com/in/sumeetballani

  
  

  • Edited by S Ballani Monday, April 22, 2013 10:52 AM
  • Proposed as answer by S Ballani Monday, April 22, 2013 10:54 AM

  Monday, April 22, 2013 9:58 AM