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Is it possible to have a workflow fire at 12pm each day that creates an email that includes the "subject" field of all records added to that table in the last 24 hours?
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You will not be able to do it as a workflow within Dynamics (it doesn't support multiple records and can't do timed events) but you can do it using a Microsoft Flow...
See docs.microsoft.com/.../run-scheduled-tasks on how to schedule it to run at 12
see powerusers.microsoft.com/.../177688 or www.powerobjects.com/.../microsoft-flow-dynamics-365-customer-engagement for how to query the set of records
And then build an email body with all the subjects to send in an email.
Hi,
Check this thread which has the answer to the similar question with possible options. Its a big thread and involves couple of third party utilities to achieve the complete requirement. I have tried a sample scenario and it works fine for me.
community.dynamics.com/.../294381
Hope this helps you as well
In addition to above suggestions for utilities, You can use this with the combination of Out of the box workflow + custom workflow to query records for the entity.
Mahen,
How do custom workflows work? Is it like writing a plugin?
yes, custom workflow is to extend the functionality of oob workflow. You can refer below article on how to create a custom workflow.
docs.microsoft.com/.../sample-create-custom-workflow-activity
www.youtube.com/watch
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