Scheduled Reports

SSRS has many advanced features that are closely integrated in this version of Microsoft Dynamics CRM. For example, you can schedule report execution.

Tip

This option is limited to On-Premise users of Microsoft Dynamics CRM only.

This is a great feature that many organizations use to proactively receive data. For example, a CFO usually wants to see all orders entered into the system for the week; SSRS can generate this report automatically every Friday morning and then email the report to the CFO, with no user intervention, so that when he arrives in the office in the morning there is an email from CRM with the report attached.

To access this feature from the Reports interface, select a report, and then select Reports, Schedule ...

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