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CRM 2011 : Insert MS CRM report as part of the email content RRS feed

  • Question

  • hi

    i need to add/ insert the custom ssrs into the email's content . but i have no idea how to do it. any one can share their experience on this? really appreciate any idea or solution.

    Thursday, March 10, 2016 9:13 AM

All replies

  • Hello Hushna - 

    https://community.dynamics.com/crm/f/117/t/121440

    Please check the below URL which talks about this -

    http://crmbook.powerobjects.com/system-administration/advanced-reporting-options/

    Email Reports :

    Sometimes, users want the report to be automatically emailed to them as attachments, or email reports to user who do not have access to CRM or display reports in user’s dashboards.

    These can be achieved by scheduling reports in the report server. For a report to be scheduled, it has to run under a specific user account hardcoded in the report server there are some pros and cons of this approach:

    ad7

    Thursday, March 10, 2016 10:32 AM
  • If you have CRM OnPremise, then you could write a custom workflow activity that calls the Reporting Services web service to render the report, and inject it into the email body. However, there is no way to do this with Crm Online

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Thursday, March 10, 2016 11:52 AM
    Moderator