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Hi All,
I am using D365 F&O 7.3 Update, have a requirement where I need to mail the exported EXCEL data as an attachment to the users.
Currently I have custom entity and which is working fine as an excel export. I am not clear on sending this excel as mail attachment.
Is it through X++ coding or is there any in built functionality which handles it.
Please guide me.
Thank you !
Hi d365Dev,
There is no out of the box functionality to email data exported by data management, however, you probably can create customization to do so. Another option, as Andre mentioned, is to build new export using ER. ER allows you to use data entity as a datasource and out of the box supports email as destination.
In very short if you want to set up the report in ER you would have to do the following steps. On phone so no screenshot or so.
1. Create a model (go to er configurations and create a root).
In the model start with a root node, add a record list node and under the record list node add the needed fields in the Excel sheet. Keep in mind the correct formatting and stick to the formatting on the data entity. Click complete on the model status.
2. Create a data model mapping ( not sure if you can create a separate model mapping in 7.3 otherwise create it under the model by clicking map model). Click mapping to model (to destination is for imports).
In the model mapping add the data source table records and in the drop-down select your data entity (view or table selection is possible as well). Click ask for query if you want to filter the output, leave it blank if you want to export the entire table. Set status to complete.
After this map the table name to the record list and then map each required table field to the model by clicking bind.
3. Create format (leave file format blank. This is used for imports).
Format for export will be Excel. Electronic Reporting on Excel works with name manager in Excel. Easiest is to create a table.
Alternatively you can Create headers on row 1. Select your entire table row on row 2 (range is equal to your table range) and me it export range or something like that. After this give each cell in row 2 a name equal to it's header.
After this go to your format and click import from Excel and disable create sheet and format value is not needed, this is for imports. You should now have your format created like your named ranges. After this map your model to the format values. Click complete on the status.
4. Create a destination for your format.
Go to electronic reporting Destination and configure a new one and select your Excel format. Select the format component and go to settings. Configure email and click save.
5. Go back to your format and select run
Configure batch job for running and output should be selected like your destination.
This might be overwhelming but these are the high level steps required to configure this via electronic reporting.
Hope this helps
Best regards
Ties
Hi D365Dev,
A workaround would be manually sending the mail. I know it is possible to setup some reporting using ER, but haven't done it myself yet. If you need to select tables, you can try to select the view 'WHSWarehouseMobileDeviceUserEntity'. This one is in fact the same as the entity.
Yes. We are in the process of upgrading to 10.0.3 and that will be live in few weeks. This requirement has come from customer meanwhile is there anything we can provide as work around? DMF entity is standard one, "WHSWarehouseMobileDeviceUserEntity ".
Thank you !!
Hi d365dev,
In addition, I don't know if the export to Excel using ER is supported in your version. Note that version 7.3 is not supported anymore, unless you have not fulfilled extension requests. So, possibly you need to upgrade to get this feature.
Hi there,
As far as I know DMF can not e-mail attachments by default.
However if your requirement is just to export data from D365 into an Excel and Email it, I would look into the Electronic Reporting framework, this does support e-mailing of the excel output.
Best regards,
Ties Philippi
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