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Send report PDF via workflows

Post Author: Joe D365 | April 20th, 2010

Today I'll be writing about another small workflow utility our team has developed that I think is really handy. Sending reports via pdf is native sql server functionality, however, it currently requires a sql report services administrator to schedule the report and this is all done outside of crm.

Our team has developed a workflow extension that allows any user to schedule a sql server report to be sent via email. In addition, the user can pick the export type for the srs report.

Using this in a workflow is as easy as creating a new email message without sending.

Then picking the new workflow activity of Attach Report

The attach report workflow activity has a few configuration items including:

ReportName: This is the full path of the report in srs
Service URL: This is the internal only url for the report services
ReportParam: This is an optional area where we can pass in any number of parameters right from the workflow.
Email Message: This is the email message created in the previous step
ExportType: This is the type to export: pdf, xls, tif, etc

After adding the report, the last step is to change the status of the email message to pending send so crm will then send the email.

If all was configured ok, running a similar workflow should look like this:

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

11 comments on “Send report PDF via workflows”

  1. Hi
    Does this workflow also support the MS CRM pre-filtered report? e.g. CRM_FilterText etc.
    I mean to say that, can my existing & built in crm report can also be exported through this workflow, if yes how can i pass parameters of current record e.g Report for Current Account (using CRM_FilterText)

    Thanks.

  8. I am also looking for this plug in could you direct me where I can get this program

    1. Hi - our code is really old as it was written for crm 4.0. There are a couple 3rd party ISVs that deal with document and pdf generation that work well with crm and allows pdf report generation.

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