Hello everyone,
I need your help with the below requirement.
Could you please guide how I can achieve this requirement?
Solved! Go to Solution.
Hi @Anonymous ,
For creating Power BI paginated reports for D365 Sales, please refer:
For emailing this report as a PDF every month,
1. Paginated reports in the Power BI Service:
In general, the process is the same as subscribing to reports and dashboards in the Power BI service.
But there are some differences and considerations, please check: Considerations for paginated report subscriptions.
2. Paginated reports in the Power BI Report Server:
Please refer to this post: How to Connect Power BI Paginated Reports to the Dynamics 365 CE Database (Common Data Service, MS Dataverse) | Solutionade
There's a post that provides the setting steps in detail.
Please check: Setting up Email Distribution of Paginated Reports in PBIRS: A Step-by-Step Guide (hitachi-solutions.com)
Best Regards,
Icey
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi @Anonymous ,
For creating Power BI paginated reports for D365 Sales, please refer:
For emailing this report as a PDF every month,
1. Paginated reports in the Power BI Service:
In general, the process is the same as subscribing to reports and dashboards in the Power BI service.
But there are some differences and considerations, please check: Considerations for paginated report subscriptions.
2. Paginated reports in the Power BI Report Server:
Please refer to this post: How to Connect Power BI Paginated Reports to the Dynamics 365 CE Database (Common Data Service, MS Dataverse) | Solutionade
There's a post that provides the setting steps in detail.
Please check: Setting up Email Distribution of Paginated Reports in PBIRS: A Step-by-Step Guide (hitachi-solutions.com)
Best Regards,
Icey
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
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