I previously showed how you can use Azure Functions and Flow to schedule reports in Dynamics 365. As it turns out, the Azure Function adds unnecessary complexity -- you can instead host the report rendering piece as a plugin/action and call it directly from Flow! You are, of course, constrained by the two-minute execution limit of plugins, but if you run into that you can still use the Azure Function.

In the previous post, we created an Azure Function which generates an SSRS report from Dynamics 365. We can now hook that function up to Microsoft Flow as a custom connector, where we can use it as an action in a flow to send the response (i.e. the report file) in an email.

A common request with Dynamics 365 is the ability to email an SSRS report on a recurring basis, which is possible in the on-premises version but not online. There are several solutions available that let you schedule "reports" in Dynamics 365, but they all have one problem -- they don't actually schedule a report! They do let you schedule Advanced Find queries, and while that may work if you just want basic tabular data, what do you do if you want to schedule an SSRS report? Everyone will tell you that it's not possible, but it actually is. Read on to find out how!