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  • 1.  Reoccurring Smartlists

    Posted Jul 19, 2022 03:45 PM
    Hello Everyone,

    Does Microsoft Dynamics have a feature to run daily smartlists and save them to a file? I've found that you can run trial balances daily with My Reports so I was wondering if there is something similar to pull data from smartlists.

    Thank you!

    Amanda Pezewski
    Prevea Health, Inc.
    Green Bay WI

  • 2.  RE: Reoccurring Smartlists

    Posted Jul 26, 2022 01:15 PM
    There is no GP Smartlist or Smartlist Builder feature available for this. Alternatively many use the MSDB SQL sp_send_dbmail  stored procedure to send scheduled CSV files to mail Recipients using the same SQL Views as used or created for Smartlist. I think  Refreshable Excel Reports may also be an option but we have dbmail for 20 years and it works just fine once configured.

    Thaddeus Suter
    Retus, Inc

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