Automate Report Scheduling in Microsoft Dynamics 365 and Power Platform
Schedule, automate, and deliver reports effortlessly with Soluzione’s Report Scheduler add-on.
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Schedule & Deliver Latest Dynamics 365 Reports Regularly
A smart Dynamics 365 and Power Platform add-on for automated report scheduling and secure distribution.
With Microsoft Dynamics 365 CRM, reports provide critical insights—but sharing them on time often means repetitive exports and manual distribution. With Soluzione’s Report Scheduler Add-On, you can automate report scheduling and delivery. It eliminates the manual tasks of exporting files or setting up complex flows – you can configure a report once, and the scheduler handles the rest.
You can set a daily report schedule or choose weekly or monthly intervals in formats like PDF, Word, or Excel. Delivery options include direct delivery via email, SharePoint, or Azure for secure storage and easy access. It also has advanced capabilities such as grouping multiple reports into ZIP files, pausing schedules during business closures, or adding password protection, which are supported out of the box. Our add-on is an all-in-one solution to ensure the effortless distribution of reports with absolutely no misses or mistakes!
Why Dynamics 365 Users Need a Report Scheduling Automation?
No native scheduling
Dynamics 365 lacks built-in support for recurring, formatted report exports.
Manual report exports consume time
Users must repeatedly export SSRS reports in PDF, Word, or Excel formats, which slows down productivity.
Complexity of Power Automate and third-party tools
Even though Power Platform offers automation via Power Automate, setting up and maintaining flows for scheduling reports is often complicated, requiring technical expertise.
Low adoption due to setup hurdles
When automation feels harder to configure than manual work, teams revert to old habits.
Performance issues with large datasets
Heavy data volumes or complex queries can delay or even crash report generation, affecting reliability.
Unreliable and missed schedules
Without robust automation, processes can fail silently, leading to late or missing reports that disrupt decision-making.
Key Features of our Report Scheduler Add-On
1. Schedule reports at custom intervals (daily, weekly, monthly).
2. Supports recurring schedules with fresh details on every run.
1. Export in Excel, Word, and PDF.
2. Optional password protection for sensitive files.
1. Direct delivery to SharePoint and Azure Blob Storage.
2. Centralized, secure, and compliant storage.
1. Pause schedules during business closure periods and resume automatically later.
1. Supports system and custom SSR reports.
2.Update operator value and add filters for tailored outputs.
1. Email delivery to users, teams, or contacts.
2. Send as individual files or as a compressed ZIP package for grouped delivery.
1. Configure once, reuse many times.
2. Flexible sender options (queue or individual email).
1. Get success alerts once a schedule completes.
2. Track details from the scheduler dashboard.
1. Encrypted transfers (TLS 1.2+).
2. Role-Based Access Control (RBAC) and audit trail support.
1. Runs every 30 minutes to check pending schedules.
Benefits of Using Report Scheduling Automation
- Save time with automated report scheduling.
- Reduce dependency on complex Power Automate flows or third-party tools
- Adapt to real business scenarios to ensure accurate reporting cycles.
- Simplify distribution with ZIP packaging.
- Maintain security and compliance with optional password protection.
How to Get Started?
Install the add-on and complete a one-time configuration to connect it with your Dynamics 365 CRM and Power Platform environment.
Open the Report Scheduler directly within Dynamics 365 CRM—no external tools or connectors needed.
Select the desired report, choose the file format (PDF, Word, or Excel), and set the scheduling frequency (daily, weekly, or monthly)
Specify where reports should be delivered—via email to users, teams, or contacts, or stored securely in SharePoint or Azure.
The scheduler automatically generates reports at the defined intervals, applying filters or operator values if configured.
Reports are securely delivered to the selected destination, with options for ZIP packaging, password protection, and business closure handling.
Tired of Exporting Reports Manually?
Configure once and let the scheduler do the work. Discover how much time your team can save with Soluzione’s Report Scheduler Add-On.
Testimonial
We were looking for a report scheduler add-on that is cost-effective, easy to use, and works seamlessly with our CRM. We were glad to come across Soluzione, which ticked all the boxes for us. We have formed a strong partnership over the last three years. They provide quality technical expertise combined with responsive customer service. Our business needs have evolved over time, and Soluzione has continued to come up with technical solutions to meet our requirements. We are very happy with the report scheduler app and highly recommend it to anyone who needs an excellent product.
Diana Qian
Plan Management Team Leader - Futures in Sight Pty Ltd
Frequently Asked Question
A report scheduler in the D365 CRM (Customer Relationship Management) and Power Platform environment enables the automated generation and delivery of reports at scheduled intervals, reducing manual effort and ensuring timely access to insights. The Soluzione Report Scheduling automation add-on enhances this by allowing users to send reports directly to designated locations in Azure and SharePoint for secure and organized storage. It also supports grouping multiple reports into a ZIP file for efficient distribution.
Automated report scheduling eliminates the need for manual attachment and email sending of a new report at regular intervals. What business admins do is they just configure the report once to the desired recipients at set intervals and format. This saves hours every week, with the assurance that nothing is missed or sent mistakenly.
Yes. The Report Scheduler supports exporting reports in PDF, Word, and Excel formats.
Absolutely Report Scheduler add-on and other Power Platform and D365 add-ons by Soluzione are all developed in a way that requires no technical knowledge or background to operate.
Yes. Reports can be shared via email to users, teams, and even external contacts. They can also be delivered directly to SharePoint or Azure for secure access and storage.
Yes. The add-on supports system reports and custom SSRS reports, allowing users to apply filters and operator values to customize their outputs.
Yes. Multiple reports can be packaged together into a ZIP file and delivered in a single email with the Report Scheduler add-on by Soluzione. This makes it easier to distribute grouped reports, such as monthly financial summaries or operational packs.
Yes. The Report Scheduler leverages Microsoft Dynamics 365 CRM add-ons' security models with role-based access control (RBAC), ensuring only authorized users can configure or manage schedules.
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