Create Report Subscriptions in D365 Sales

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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