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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Export to List
Customer experience | Sales, Customer Insights,...
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Posted on by Gansea 155

I have a workflow that checks if an item is older than a certain date, and if it is the workflow sends an email to a specific E-Mail address.

Depending on how many items are older than the date, it could mean a lot of emails.

Is it possible to export all the items older than a certain date to a list with a workflow, and then send the list per E-Mail with the same workflow? 

I have the same question (0)
  • Suggested answer
    T.I.A Profile Picture
    T.I.A 1,760 on at

    If you use a custom workflow activity you can use a QueryExpression or FetchExpression to retrieve all the items older than a specific date. After you do this you can use a for/foreach to append all of the old items

    stackoverflow.com/.../how-to-load-html-code-into-c-sharp-string

    docs.microsoft.com/.../microsoft.xrm.sdk.query.queryexpression

  • Fubar Profile Picture
    Fubar 2,761 on at

    Possibly look at doing it in Flow (Automate).  You can create a recurring flow, query to find your records, then add them to the body of an email.  Someone had a good example of doing this with Opportunities where they would send an weekly email with a list of new Opportunities (think there was already a prebuilt Template in flow for it - and you could modify it to work with any entity not just opportunity) but I can't find the link  - it was similar to this www.syvantis.com/.../how-to-use-microsoft-flow-to-automatically-send-a-weekly-email-of-open-leads-in-dynamics-365 (but the other one did a better job with the email)

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