Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2021 Release Wave 2Discover the latest updates and new features releasing from October 2021 through March 2022.
2021 release wave 2 plan
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
How to integrate power automate with dynamics 365 to run the reports
The idea is to pull the data out of dynamics crm and generate reports to run on daily basis
First thing it is important to know is why you can build a report using Power Automate. When you use Power Automate, the most common reason is to automate something. For example, you probably want to automatically send a report via email of something you can in Dynamics, you can do that triggering a flow in Power Automate. Here you can see more info for implementing that:
Send Dynamics 365 Emails from Power Automate - CRM Software Blog | Dynamics 365
If you just want to create a report with Dynamics CRM data, then Power Automate is not necessary. Here more info of how to do that:
Create a report using the Report Wizard - Power Apps | Microsoft Docs
Work with reports - Power Apps | Microsoft Docs
If this was helpful, please check it as verified to help others finding useful information.
Welcome to this amazing community.
Thanks Kenneth for the quick update. We are in the phase of replacing the current CRM with Microsoft Dynamics CRM and as part of it we would like to find a solution to replace the current CRM reports that are generated based on SQL queries and pull the data into excel or csv and send to the interested recipients through an email. We would like to know if it is possible to redesign the existing process using power automate. The first step is to pull the data for a particular entity from Dynamics and then second step is write the data into excel or csv file and then finally send the file to interested recipients through an email.
Business Applications communities