Zap Report Scheduler App can Schedule Dynamics 365 Reports (Multiple) / Excel Templates / Views to be received in email inline or as attachment OR saved to SharePoint OR saved to Notes!

Besides Scheduling, you could also use Power Automate / Workflows to:

  • Generate PDF/Excel of the Report & automatically sending it to Customer in email
    (Example Scenario: Emailing PDF copy of the invoice report to Customer when invoice changes to Paid status!) (for details, refer blog link)
  • Generate PDF/Word Document from multiple Word Templates and send it in single email!

This blog talks to you about “Export Report (Manual)” feature:

A very common use-case for Sales Users is to generate a PDF copy of Quote by exporting report from Quote form and sending it to Customer in email.
If you need to generate this pdf from a Dynamics 365 Report (export) & attach it to email…then it takes about 10+ Clicks!

Now Using “Zap Report Scheduler” App’s “Export Report” feature this can be achieved in just 1-Click!

Let’s see how:

To send Quote in Email to Customer, using “Export Report” feature:

Click button “Export Report” from Quote form. A small pop-up will display all the configurations that have been created for Quote entity. (as seen in screenshot below:)

Now Click “Generate” button…
This will open an email record… with pdf copy of report attached…
Here Email Recipients, email subject and body would be automatically populated as per the configuration settings.

Below shows the screenshot of email received by Customer with the pdf copy of the quote:

If you want to reduce even more clicks… then can also add a dedicated “Email Quote” button to the Quote form as shown in screenshot below:

When adding this button to Quote form (from form customizations area)…you need to specify the “Export form configuration GUID”…so whenever user clicks this button “Email Quote” …our app automatically reads the configuration data (which report to run…what format to export…whether to attach to email or Download…which email recipients…which email template…etc and performs the necessary action…

 

Thus we can see that using Zap Report Scheduler App’s “Export Report” feature… you can easily export the report to PDF and have it sent in email with just a few clicks…(in comparison to needing 10+ clicks when doing it out-of-box)…

Zap Recent Updates (Oct 2021)

1. New App Released: Zap Notifications Generator App has been released. This App uses the new Dynamics 365 In-App Notifications feature that was released as part of Release Wave 2, 2021. (Please note that On-Premise users who do not have this Wave 2 feature can also use our Notifications App!)

2. New Version Released: Zap Report Scheduler App (v 31.3.1.9):
Now use Power Automate to Export Report to Excel / PDF documents!

3. New App Released: Zap Audit User Actions App: Boost User Adoption by Easily tracking User Logins and Actions (Create / Update / Delete / Qualify / Opp Won/ Case Resolved / Task Completed etc)! This App will also be part of Zap All-in-One Subscription!

4. Next Major version of Zap Helpdesk App will be released in Dec 21… there are tons of new features being added!!

5. New Version Released: Zap Email Parser App (v 25.4.1.9):
1. Ability to define a configuration as default configuration. So if none of the filter conditions match then you can have this default configuration executed.
2. Added support for Dynamic date values when creating parsing rules (e.g. automatically populating current date or current date + X days)