New feature in Dynamics Workflow: Email PDF ReportThe workflow has two steps:
Step 1: Create Email, set the sender and recipient email address, in a similar way you create any new Email
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 as I comes up in the