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Service | Customer Service, Contact Center, Fie...
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Is this achievable ?

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Posted on by 411

Hello everyone, 

I'm wondering if is there a way to automatize one reccurent thing. 
Every 1st day of the month, i have to send an e mail to a specifial adress mail , the mail content an exported excel file of the billing milestones of the previous month from this view : 

pastedimage1609256168101v1.png

Best regards

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  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at
    RE: Is this achievable ?

    Hello,

    That looks like a good use-case for Power Automate.

  • Verified answer
    Community Member Profile Picture
    on at
    RE: Is this achievable ?

    Hi Archetype,

    As Andrew said, power automate can create a schedule flow.

    Go Power Automate(https://us.flow.microsoft.com/en-us/ )

    pastedimage1609319441816v1.png

    Set trigger as 1st day of each month.

    pastedimage1609319495661v2.png

    And flow can send email but it can't export view to excel dynamically.

    pastedimage1609319650910v3.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Archetype Profile Picture
    411 on at
    RE: Is this achievable ?

    Hello, thnks for your answers, so there is no way to export dynamically views to excel :( ?

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Is this achievable ?

    What about adding an HTML table to the email?  In Power Automate you can make a table, then put it into the email send.

    powerusers.microsoft.com/.../200194

  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at
    RE: Is this achievable ?

    Power Automate is the best fitting solution for:

    1. Scheduling.

    2. Work with the collection of records/building the table.

    If you're not satisfied with the answer given you can keep digging or start following the suggestion given.

  • Archetype Profile Picture
    411 on at
    RE: Is this achievable ?

    Hello, thanks you very much mates for your answers, i will try to do it with Power Automate.

    Happy new year to you mates :)

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