web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

automate email sending in reports

(0) ShareShare
ReportReport
Posted on by 17
Dear D365 Community,

I hope this message finds you well. I am reaching out to seek assistance regarding a feature in Dynamics 365 Sales.

I am currently exploring ways to automate the process of sending reports via email to users directly from the Dynamics 365 Sales interface. Specifically, I am interested in setting up a mechanism where certain reports can be scheduled to be emailed to designated users at regular intervals without manual intervention.

Could you kindly provide guidance or insights on how to achieve this within Dynamics 365 Sales? Any pointers, resources, or best practices would be greatly appreciated.
 
Thank you so much!
Best regards,
Vendel
I have the same question (0)
  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    Hi Partner.
    You can use the process to send periodic emails.
    But it's not easy to add reports in the email.
    Please refer to the following blogs:
    1)Build simple report in flow directly
    2)Get existing reports:
    https://reenhanced.com/2021/download-dynamics-365-reports-as-a-pdf-with-power-automate/
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah
  • Suggested answer
    Jessica Justice Profile Picture
    31 on at

    Yes. If the requirement is to have Dynamics 365 Sales reports automatically emailed to specific users at regular intervals, this can be handled through a scheduled export rather than sending the report manually each time.

    One option is to use Click2Export to configure the report and its email schedule. The important part is that the report can be associated with a recurring schedule, so you can define when it should run and who should receive the result.

    For example, the setup can be:

    1. Select the Dynamics 365 report that needs to be distributed.
    2. Configure the required export template and output format.
    3. Add the users who should receive the report as recipients.
    4. Create a schedule and select the required recurrence, such as Daily, Weekly, or Monthly.
    5. Define the start date/time and, where applicable, the recurrence details.
    6. Save the schedule.

    There is also some flexibility in how the information is delivered. If users need an actual report file, the report can be exported in a supported format such as Excel. If the requirement is simply to show CRM View data in the email, the View data can be included in the email body as a table instead.

    This is particularly useful for recurring operational reports, such as sending a sales pipeline report to sales managers every Monday or sending a monthly performance report to a management group. Once the schedule is configured, the distribution does not depend on someone remembering to run and email the report manually.
     

  • ParthPatel249 Profile Picture
    116 on at

    Yes, this is very much possible and there are a couple of good approaches depending on what kind of reports you're working with.

    Option 1: Power Automate + Power BI (Recommended)

    This is the cleanest approach if your reports live in Power BI.

    Trigger - Use a Recurrence trigger in Power Automate and set your schedule, daily, weekly, whatever fits.

    Get your recipients - Use the Dataverse "List rows" action to pull users from Dynamics 365, filtering by role or team as needed.

    Export the report - Use the Power BI "Export to File" action, pick your report and workspace, and choose the format like PDF or PPTX.

    Send the email - Use "Apply to each" on your user list and send via Outlook connector with the exported file attached.

    Note that the Export to File action needs a Power Automate Premium license.

    Option 2: Power BI Subscriptions (Simplest)

    If you just need a snapshot of a Power BI report emailed on a schedule, Power BI has a built-in Subscriptions feature. You can set it up directly in Power BI Service, no flow needed. Recipients get an email with a report snapshot at your chosen time and frequency.

    Option 3: SSRS Reports in Dynamics 365

    If you're using the native SSRS-based reports inside Dynamics 365 Sales, you can schedule them through SQL Server Reporting Services directly, though this requires server-level access and is less common in cloud deployments.


     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the July Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
11manish Profile Picture

11manish 101 Super User 2026 Season 2

#2
Daniyal Khaleel Profile Picture

Daniyal Khaleel 68 Most Valuable Professional

#3
ParthPatel249 Profile Picture

ParthPatel249 62

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans