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I like to send the word or excel file report of all appointment scheduled for the next 7 days to all the sales team informing them who we are meeting in the upcoming week.
Please let me know how can I generate this report automatically and dispatch by workflow.
are you using CRM online or On Prem?
This article explains one method for scheduling reports in Microsoft Dynamics 365.
Hey Wei, I am using online CRM
Thank you for sharing the artickle, I will try now :)
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