Financial Reports (Management Reporter) distribution(Email) using Power Automate (Flow) in Microsoft Dynamics 365 Finance and Operations

Requirement to receive financial statements (P&L, BS, TB, Cash flow etc….) is very common from management stakeholders because they never login to system. In that case user from finance department generates reports and share through email manually.

Now, this can be automated using power automate (Flow). There can be multiple ways possible but I tried sharing reports using “One drive for business” and power automate flow.

Note: You can use this approach for sharing any other report from Dynamics, Financial report is one example I have taken.

So, let’s see how we can achieve this:

Step-1: Login to power automate portal using your credentials

https://flow.microsoft.com/en-us/

Step-2: Create New Automated Flow from blank

Enter type of flow and name

Step-3: Define flow steps

Define the path of one drive for business folder and add new step to define email trigger and save

Step-4: Generate Report and View

Step-5: Export report and save to One drive folder

Step-6: Review Flow run

Navigate to flow.microsoft.com > Select your flow > Click to see run history

Note: This is not mandatory step

Step-7: Receive Automated Email

Now, you will receive the automated email once flow is running successfully in step-6

That’s it for this blog, hope this will help you to automate your financial reports distribution.

Thank You!!! Keep reading and sharing.