CRM Online - Automated/Scheduled Email Reports? RRS feed

  • Question

  • I know this question was asked so many times before. I'm just wondering if anyone has good news lately. Is there a good solution out there in the market to make this happen in CRM Online as of now in mid 2015?  

    IOTAP has a solution that supports CRM Online. But it is limited to processing views instead of real reports. I'm just looking for something that does exactly what we could do in on-prem version. E.g. render a fetch xml report in PDF and automatically send it to number of email recipients on a daily basis.
    Thursday, July 23, 2015 12:06 AM

All replies

  • I Wanna have This too
    Thursday, July 23, 2015 6:58 PM
  • I could tell you how to write something.

    OK, not the same reports and you actually have to write stuff.

    Depends how much you need it.

    Do you need pdf?

    You could use xsl on the data out a web service to transform to html or xsl.

    Of course you'd probably want a server to run your service on overnight.

    By the time you set that up you might wonder whether on premises might have been a better idea.

    Friday, July 24, 2015 1:18 PM