[Blog Series] Dynamics 365 SSRS Report Automated Storing in SharePoint using Power Automate- Part 2

Dear Microsoft BizApps Community,

Welcome to my next blog series on using Power Automate flow to generate ANY Dynamics 365 F&O SSRS report in a SharePoint folder->>>>the same SSRS report will be sent to Finance Reporting team automatically using power platform.

Let’s explore

In my last blog, I’ve explained, how we can use the standard feature to generate Dynamics 365 F&O SSRS report and send the same automatically in recurrence basis, if you have not looked at the same, please take a look here Part 1 D365 email SSRS report Blog

In this blog, we shall see the below solution

1. Once the person receives the SSRS report in email from Dynamics , Power Automate flow will send the generated reports in required SharePoint folder
2. Power Automate flow will send those reports to all respective users once the file is created in SharePoint

The above solutions can be used standalone or can be used all together.

The overall design will look like below

How to create a profile in Power Automate, I’ve explained in my last blog, link shared above, if you did not check, please check once.

Lets have some learning with fun for Solution 1

1. Once the person receives the SSRS report in email, Power Automate flow will send the generated reports in required SharePoint folder

Configurations 

Navigate to www.office.com ->> Login with your outlook ID or Work account ->> all apps->> Power Automate

Create a new Automated cloud flow

Select the trigger as Office 365 outlook, if you are using personal outlook or company outlook account

Trigger-

Now, select “When a new email arrives”, it will create the trigger when a mail arrives from D365

Next, we need to setup the trigger by the below way, here we indicate Power Automate to understand which and when the email arrives with those values given, action will happen.

Once the trigger setup is done as above, we shall select the action

For our case, solution 1- When email arrives from D365, it will send the file to SharePoint

Let’s create the action 1- click “New step

Action-

Select SharePoint->>> Create a file, see below

Now, add the SharePoint Site address link and folder into the fields

Also, add the file name if we want to use a dynamic content, such as Time stamp, Subject of the email etc.

See below and save the action

The setup is done, we can test the solution now

See, I got the email from Dynamics as per the Automation we have configured in our last blog

As soon as the email triggers into the mailbox, Power Automate flow will copy the file from Email and create the file in SharePoint

See below example, the file is created and stored automatically in the SharePoint path we have given in the setup.

Whoa!! You have done it; the solution is working and will be working for continuous basis, unless you want to turn off.

That’s it for this blog, we shall see the Solution 2 in the next blog, will be released soon.

Thanks for reading, take care and be safe