There are two ways to Email a CRM report as a PDF attachment, depending whether the CRM is online or on premise
Using Dynamics Workflow you can schedule how and when the workflow will create a new Email message, and attach it to the Email report in PDF format, using SQL Server Reporting Services. The workflow function “Email PDF Report” is a new addition to Dynamics Workflows Solution posted on this blog (read more on Dynamics Workflows)
An example of how to create a workflow to email an invoice is described below.
You can download Dynamics Workflow (
For security reasons, Microsoft does not allow access to SQL Server of CRM online. You can still send reports using Dynamics Docs, as explained in the following 2 posts:
Email Invoice Workflow (for CRM on premise)
The workflow has two steps:
Step 1: Create Email, set the sender and recipient email addresses, in a similar way you set the Create Email properties of this workflow task.
Step 2: Email PDF Report. In the Set Properties window enter the following information:
The login credential of CRM user, in the format of: Domain\User and Password. We separate the Domain\User into two fields, one for the domain and the second one for the user name.
Report Server URL: the location and folder of Report Server, in the format of servername/reportserver or serverIP/reportserver
Make sure you publish the CRM report first. If the report has sub report, publish both reports.
Report Name: The name of the report like Quote or Invoice
Email: Look up to the Email created in previous step. In Form Assistant, select Look For=Local Values and then select and ADD the Email Message option. See image below
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by DNN Integration