Zap Object’s Report Scheduler App for Dynamics 365 CRM (Online / On-Premise) allows you to have Reports/Views (Out-of-box or Custom) automatically run at specified dates and times without any user intervention. The report output file can be emailed to a recipient of your choice.

Newly added Features:

  1. Automatically email (or save to SharePoint) Dynamics 365 Report as PDF/Excel/Word using Out-of-box Workflow (eg Sending a PDF copy of invoice in email using Workflow) [New Feature – May 2019]
  2. Now also Schedule Dynamics 365 System/Personal Views [New Feature – Nov 2019]

In this KB article, we would go through the steps needed to schedule a report:

Pre-requisite high-level steps:

  1. Install Zap SSRS Report Scheduler App from Microsoft Appsource.
  2. Activate the trial license
  3. Setup the authentication settings (This step is not needed if we just need to Schedule Views and receive in email)
  4. Configure the global settings

For detailed documentation for executing the above steps refer Zap Knowledgebase.

Scheduling the report:

Browse to Zap Apps >> Zap RS Scheduled Record and click “New”.

Step 1: Select the report that needs to be scheduled:

Step 2: Create the recurring schedule:

Step 3: Select the delivery options and email parameters:

The report scheduler would now automatically run at the scheduled day and time!

Receiving the report:

The report can be received in email…either inline or as an attachment:

Report received in email (Inline):

Report received in email (As an attachment (PDF, Excel,CSV,Word…):

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