Skip to main content

Zap SSRS Report Scheduler

Zap Objects

Schedule reports in Dynamics 365 CRM (Online/On-Premise) to be emailed on periodic basis.

Now Schedule Dynamics 365 CRM Reports to automatically save to SharePoint using Zap SSRS Report Scheduler App (New Feature - Jan 2019)

Zap SSRS Report Scheduler App allows you to schedule Dynamics 365 CRM Reports (out-of-box and custom) to be emailed on periodic basis. The App works with Dynamics 365 CRM Online as well as On-Premise

  1. Report can be emailed based on configured recurrence pattern (Daily / Weekly / Monthly)
  2. Report can also be automatically saved to SharePoint (Presently only SharePoint Online supported)
  3. Any user (with sufficient rights) can create a report schedule
  4. Report runs under impersonation of user (only records to which user has access will be shown)
  5. Ability to set the report parameters when creating report schedule
  6. Report can be delivered inline in email or as an attachment
  7. Report formats supported: PDF, Excel, CSV, Word
  8. Reports can be emailed to even external email addresses
  9. Bulk Scheduling feature - Ability to schedule single report to multiple CRM Users (optionally each one could recieve only their OWN records)

New Update (Jan 2019):

1. Reports can now be saved to SharePoint too

2. Zap Objects now introduces "All-in-One" Annual Subscription plan. The plan covers license for all paid Zap Dynamics 365 CRM Apps!

  1. One simple easy to manage subscription
  2. Cost-effective
  3. Highly affordable
Apps included under this plan:
  1. Zap Copy Record
  2. Zap Team Calendar
  3. Zap Auto-Number
  4. Zap Helpdesk – Email to Case
  5. Zap Email Parser (Email to Any CRM Record)
  6. Zap SSRS Report Scheduler
  7. Zap Attachment Mover - Move attachments to SharePoint or Azure Blob Storage (to be released in Feb 2019)