SSRS Template Workflow

Click2Export supports exporting the Dynamics CRM Report Templates using Click2Export workflow.

Given below are the steps to export reports through automation:

  • Navigate to Settings > Processes and click on ‘New’ to create a new workflow.

  • Enter the ‘Process Name’, select the ‘Category’ as ‘Workflow’ and ‘Entity’ for which you want to create this workflow. Click on ‘OK’.

  • Here you can select whether you want the Workflow to be On Demand or trigger on a change of Options for Automatic Processes.

  • First user needs to click on ‘Add Step’. Click2Export ships with one workflow assembly namely ‘Inogic.Click2Export.ExportReport.ExportAndScheduleReports’. This step is required to call the workflow for performing the selected action.

  • For On-Premises, the work flow assembly will be as follows:

  • Now click on ‘Set Properties’ for Inogic.Click2Export.ExportReport.ExportAndScheduleReports

  • Once the properties window opens, fill in the correct details as explained below:

CRM Report Template: CRM Report Template for the SSRS report that you want to be converted.

Attach as a Notes: If marked as True, then it will attach the converted file against the record as a Note else it will not.

Attach to an Email: If marked as True, then it will attach the converted file in an email. The Email Recipients and the Sender would be selected based off the Email Configuration done on the selected CRM Report Template.

Upload to SharePoint: If marked as True, the converted file will be uploaded against the record’s respective SharePoint folder.

  • For On-Premises, it will be as follows:

  • Now ’Save’ and then ‘Activate’ the process.

  • You can now see the workflow in ‘My Processes’.

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