Zap SSRS Report Scheduler App for Microsoft Dynamics 365 CRM Online / On-Premise allows you to:
- Schedule Reports (out-of-box and custom) to be emailed on periodic basis (or save to SharePoint Online location). To learn how scheduling works, refer link.
- Run Report using Workflow to attach to email / attach to notes / save to SharePoint.
(Example Scenario: Automatically generating Invoice PDF through workflow and send in email – link)
In the latest version (Sept 2019) of the Zap Report Scheduler App, we have added the support for Report Parameters too!
To configure report parameters:
- Open Zap RS Configuration form
- In Tab “General”, Section: Report Parameters…
- Open the record, where report parameter needs to be set
The screenshot below shows “Report Parameters” section of a test report:
The parameters can be configured in both the below scenarios:
- When Scheduling a report, so that it could be received periodically in email
- When configuring the report, which could be called via your Workflow
For more information, refer Zap Report Scheduler app features page. Feel free to email email@example.com if you have any questions.
Latest updates from Zap Objects (Sep 2019):
- Our next app: “Zap Calendar Pro” will be released in Oct 2019!
- New feature added to Zap SSRS Report Scheduler: Automatically email Dynamics 365 CRM Report as a PDF/Excel/Word attachment Or “Attach to Notes” Or “Save to SharePoint” using Workflow when using @ZapObjects SSRS Report Scheduler App for Dynamics 365 CRM Online / On-Premise. For more details refer: link
- New feature added to Zap Helpdesk – Email to Case App: Now Support agent can easily reply to Customer email from Dynamics 365 for Phone app (and have email “From” automatically populated with your Support Queue address)
- Zap “All-in-One” Annual Subscription continues to grow with 1 New App added every quarter:This plan covers licenses for all Dynamics 365 CRM Apps provided by Zap Objects. For more details regarding plan benefits and coverage, refer: https://zapobjects.com/product/zap-all-in-one-annual-subscription/For questions regarding Zap All-in-One plan, email firstname.lastname@example.org.