A very common requirement when using Dynamics 365 Sales & Customer Service has been to generate invoice through Power Automate OR Workflow and sending it to Customer automatically via email.
This can be easily achieved using Zap Report Scheduler App!
Zap Report Scheduler App allows scheduling Reports (PDF, Excel), Views, Excel Templates (Multiple Excel files in Email), Word Document Templates (Multiple Word Docs) + Save to SharePoint + Send Multiple Reports in Email using Power Automate / Workflow + Export Report (Manual) & Auto-attach to email + Send in Teams!
Lets first look in to the final outcome of this use-case which is the email sent to Customer with pdf copy of the invoice when invoice status changes to paid and then understand the essential elements of this solution.
Below shows screenshot of Sample Email sent to Customer with Invoice PDF:
Lets go through the steps needed to achieve the above:
Step 1: Create Invoice Report: You can create the custom Report using “Report Wizard” or a more advanced SSRS Report using Visual Studio Tool that could be used for generating the PDF document.
Step 2: Create “Trigger Report Multiple” configuration record: This record contains the necessary information required to perform the below actions:
a. Generate email with invoice pdf as attachment
b. Attach report to notes
c. Save report to SharePoint
Step 3 A: Use Power Automate/Flow to trigger this process
Step 3 B: Use Workflow to trigger this process:
For more information regarding Zap SSRS Report Scheduler App or to take trial, refer: https://zapobjects.com/apps/zap-ssrs-report-scheduler/
Email email@example.com if you have any questions.
To view all Zap Apps, check-out: https://zapobjects.com/
Zap Recent Updates (May 2023)
1. Completely Revamped: Zap Attachment Viewer (with drag-and-drop): This release doubles the features available earlier!!! Some of them are Improved UI, gallery view, drag-and-drop, rename file names, delete attachments, attach to email, view attachments from related records etc.
2. New Version Released: Zap PSA Time Entry App (Track Time against Cases): Track and log time spent by support agents on cases directly from Case form (either using built in Timer functionality or manually add Start & End Times or duration)! The latest version provides automatic calculation of “Extended Price” based on Hourly/staff rates that have been configured in Contract.
5. New Version Released: Zap Report Scheduler App (v 126.96.36.199): Now automatically share the generated report download link to Teams channel. For details, refer blog: Automate the generation of Report and shared to Teams channel when using Zap Report Scheduler App (link)
6. New Version Released: Zap Helpdesk App (v188.8.131.52) :A super major version of Zap Helpdesk has now been released. Some of the new features are: Case History, Email Reply – with ability to include full email and portal history in all new responses to customer, dedicated notifications module with all standard set of notifications built-in, Email Commands, and many more!