With Q4 around the corner, now is a good time to look at how your team handles Dynamics 365 reporting.
If the last quarter involved repeatedly exporting reports, converting files, preparing emails, and sending the same information to different stakeholders, you already know where the process gets repetitive.
Instead of repeating the same work next quarter, identify the reporting tasks that can be automated now.
Here are seven automations worth considering.
1. Export Dynamics 365 Reports to PDF Automatically
PDF is often useful when reports need to be shared with managers, customers, or other stakeholders without changing their layout.
Click2Export lets you export SSRS reports from Dynamics 365 to PDF. You can also configure report parameters and filters before exporting.
For recurring reporting, this can turn a manual process into a more consistent workflow.
Dynamics 365 report → PDF → Email
Instead of downloading the report and preparing the email every time, you can configure the export and delivery process.
2. Export Dynamics 365 Reports to CSV for Data Analysis
Not every report is meant for presentation. Sometimes teams need the data in a format they can work with further.
Click2Export supports CSV export for SSRS reports, along with PDF, Excel, Word, and TIFF.
So if your team needs to export a Dynamics 365 report to CSV, the process can be handled through the same export solution rather than relying on a separate manual workflow.
3. Save Dynamics 365 Reports as Word Documents
Some reporting requirements call for an editable document rather than a fixed PDF.
Click2Export supports Word Templates that can be exported as Word or PDF.
This can be useful when your team regularly creates documents from Dynamics 365 data and needs a consistent template rather than starting from scratch each time.
For example:
Dynamics 365 data → Word Template → Word/PDF
The same approach can also be used for multiple selected records.
4. Email Dynamics 365 Reports Without Manual Attachment
One of the easiest reporting tasks to overlook is email delivery.
A typical manual process looks like this:
Run report → Export → Download → Create email → Attach file → Add recipients → Send
If your team does this every week or month, it is worth asking whether all those steps need to be manual.
Click2Export can attach exported files to emails and automatically send them. Exported files can also be downloaded, attached as Notes, or uploaded to SharePoint.
This makes it possible to build a more consistent email Dynamics 365 report workflow.
5. Schedule Recurring Dynamics 365 Reports
If a report is needed every Monday, every month, or at another regular interval, someone should not have to remember to run it.
Click2Export supports daily, weekly, and monthly schedules for reports and supported templates, including automatic email delivery.
For your next quarter, consider scheduling reports such as:
| Reporting requirement | Example schedule |
| Sales report | Weekly |
| Customer activity report | Weekly |
| Management report | Monthly |
| Performance report | Monthly |
The objective is simple: make recurring reporting a scheduled process rather than a recurring reminder on someone’s calendar.
6. Export Multiple Dynamics 365 Reports and Records
Quarterly reporting often involves more than one record.
You may need to generate reports for multiple accounts, customers, opportunities, or other records. Exporting each one individually can quickly become repetitive.
Click2Export supports bulk SSRS report export for multiple selected records. You can generate individual files or combine selected records into a single file.
This can make it easier to prepare multiple reports when the next reporting cycle begins.
7. Automate Where Dynamics 365 Reports Are Delivered
Exporting a report is only one part of the process.
Once the file is generated, you still need to decide where it should go.
With Click2Export, exported files can be:
- Downloaded
- Attached to emails
- Automatically emailed
- Added as CRM Notes
- Uploaded to SharePoint
Click2Export also supports workflow-based automation for report exports and related actions.
This means you can design the reporting workflow around what needs to happen after the report is generated, not just how to export it.
What Should You Automate First?
You do not need to automate every report before the next quarter begins.
Start with reports that are:
- Generated frequently
- Sent to the same recipients
- Exported in the same format
- Manually attached to emails
- Required on a weekly or monthly schedule
- Generated for multiple records
These are usually the clearest opportunities to reduce repetitive reporting work.
Prepare Your Dynamics 365 Reporting Process for the Next Quarter
The end of a quarter is a useful point to review what worked, what took too much manual effort, and what your team will have to repeat in the next reporting cycle.
Click2Export brings report exports, templates, CRM View data, scheduling, email delivery, SharePoint uploads, and other export actions into one Dynamics 365 solution.
SSRS reports can be exported to PDF, Excel, Word, CSV, and TIFF. Word Templates can be exported as Word or PDF, while Excel Templates can be exported as Excel.
If your team is likely to repeat the same reporting tasks next quarter, now is the time to make the process more efficient.
Explore Click2Export for Dynamics 365 or mail us on crm@inogic.com for more details.
FAQs
How do I export a Dynamics 365 report to PDF?
Click2Export allows configured SSRS reports to be exported to PDF from Dynamics 365. Report parameters and filters can also be configured before export.
Can I export a Dynamics 365 report to CSV?
Yes. Click2Export supports CSV export for SSRS reports, along with PDF, Excel, Word, and TIFF.
Can I email a Dynamics 365 report?
Yes. Click2Export can attach exported files to emails and automatically send them. Reports can also be scheduled for recurring delivery.
Can I save a Dynamics 365 report as Word?
Yes. SSRS reports can be exported to Word, and Click2Export also supports Word Templates that can be exported as Word or PDF.
Can I schedule Dynamics 365 reports?
Yes. Click2Export supports daily, weekly, and monthly schedules for reports and supported templates, including email delivery.