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Harsh_Jariwala
Frequent Visitor

Create Report Subscriptions in D365 Sales

Hello everyone,

I need your help with the below requirement.

  1. Create Power BI paginated reports for D365 Sales.
  2. Email this report as a PDF every month.

Could you please guide how I can achieve this requirement?

1 ACCEPTED SOLUTION
Icey
Community Support
Community Support

Hi @Harsh_Jariwala ,

 

For creating Power BI paginated reports for D365 Sales, please refer:

 How to Connect Power BI Paginated Reports to the Dynamics 365 CE Database (Common Data Service, MS D...

 

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 D...

 

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...

 

 

 

Best Regards,

Icey

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
Icey
Community Support
Community Support

Hi @Harsh_Jariwala ,

 

For creating Power BI paginated reports for D365 Sales, please refer:

 How to Connect Power BI Paginated Reports to the Dynamics 365 CE Database (Common Data Service, MS D...

 

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 D...

 

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...

 

 

 

Best Regards,

Icey

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

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