Schedule Reports / Views / Excel Templates to be emailed periodically -Now added Workflow Capability

What all Zap Report Scheduler App for Dynamics 365 CE/CRM can do?


  1. Schedule Reports
  2. Schedule Views
  3. Schedule Excel Templates
Provide Document Automation – Workflow Capability to:
  1. Send PDF/Excel output of Report in Email or Save to SharePoint (e.g. generating Invoice PDF document and sending in email automatically using workflow)
  2. Send PDF/Word output of “Word Template” in Email or Save to SharePoint (to be available in Nov 2019 Release)

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

New Update (Nov 2019):

1. Added capability to Schedule Views as well as Excel Templates in Zap Report Scheduler App

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 Calendar Pro
  3. Zap Auto-Number
  4. Zap Helpdesk – Email to Case
  5. Zap Email Parser (Email to Any CRM Record)
  6. Zap Report Scheduler
For more info, refer:
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