Create Report Subscriptions in D365 Sales

[Anonymous]

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?

[Icey · Accepted solution]

Hi @Anonymous ,

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 Dataverse) | Solutionade

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

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