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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Automate Create an Exc...
Customer experience | Sales, Customer Insights,...
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Automate Create an Excel File with data from Dynamics and save in Sharepoint

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Posted on by dsammied

Hi 

I have data in a view in Dynamics 365, I want to Export this data daily with Power Automate, to an Excel Spreadsheet and save it to Sharepoint. 

Can anyone help with this please, if possible detailed screenshots. Thank you so much community.

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  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: Automate Create an Excel File with data from Dynamics and save in Sharepoint

    Hi dsammied ,

    You can refer following link:

    Solved: Export Dataverse view to Excel using Power Automat... - Power Platform Community (microsoft.com)

    Also, you need change trigger as Recurrence(Scheduled flow)

    pastedimage1635834856961v1.png

    pastedimage1635834912826v2.png

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