Is this achievable ?

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Posted on by Archetype

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 :

Best regards

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Archetype 411 on at

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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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a33ik 84,323 Most Valuable Professional on at

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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.
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Community Member Microsoft Employee on at

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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
Archetype 411 on at

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RE: Is this achievable ?

Hello, thnks for your answers, so there is no way to export dynamically views to excel :( ?
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Community Member Microsoft Employee on at

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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/ )

Set trigger as 1st day of each month.

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

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
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a33ik 84,323 Most Valuable Professional on at

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RE: Is this achievable ?

Hello,

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