Hi Michael, This can be easily achieved using Zap Report Scheduler App! For more details, please refer blog: https://zapobjects.com/microsoftdynamics365_crm_ssrs_report_scheduler_app/automatically-email-dynamics-365-crm-report-as-a-pdf-excel-word-attachment-or-attach-to-notes-or-save-to-sharepoint-using-workflow-when-using-zapobjects-ssrs-report-scheduler-app-for-dynamics/ The above blog talks about using workflow to generate PDF from reports…and send in email to customer… (the same can also be achieved using power flows too in latest version) For more details regarding Zap Report Scheduler App, refer: https://zapobjects.com/apps/zap-ssrs-report-scheduler/