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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Workflow to automatica...
Microsoft Dynamics CRM (Archived)

Workflow to automatically 'Export to Excel' an Advanced Find each week + save to Sharepoint + email to list

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Posted on by JohnM1 19

Hi

I need to send a list of data to colleagues each week from our CRM.

I want to automate the process instead of me having to run the Advanced Find, Export to Excel, and then save and send the file to a list of colleagues.

Is there a Workflow (or perhaps a MS Flow) that can be used to automate/schedule the 'Export to Excel' function in CRM for a selected Advanced Find, that then saves the excel file to either SharePoint Online or OneDrive, and then finally to email the saved file to a list.

Would appreciate if someone could describe how to set this up.

(fyi: I'm not a Workflow expert although I'm comfortable with navigating the 365 Processes/workflow area).

Regards

John

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I have the same question (0)
  • chikhaleankush Profile Picture
    chikhaleankush 547 on at

    I am not aware of way exporting to excel automatically. If there is a way maybe someone can shed light on it.
    But can I suggest one another way, which I have used in mulitple of my projects.

    • Create SSRS report for you advanced find ( I belive you have almost save column to export)
    • Once you have this ssrs report you can automate process of downloading this SSRS report as Excel file
    • Once you Render (generate) automatically SSRS report and save(download) it as Excel
    • You can send this Excel Report as Email to users.

    All these steps can be automated and scheduled weekly, But you need some coding for this.

    How will I schedule this?

    • I will create a flow
    • This flow will run schedules as you wish
    • This flow will call a workflow/Action
    • In background this action will have plugin (c#) logic which will generate report.
    • Now you can either save this report as Notes to a particualr entity or direclty send a Email.

    There are some online code available to achieve this.

    Here is one perfect link match for you 
    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/361435/download-whichever-ssrs-report-from-the-report-server-in-crm-dynamics-c-and-javascript---pdf-and-docx

  • JohnM1 Profile Picture
    JohnM1 19 on at

    Hi - I'm not a coder unfortunately, so I'm not sure this is something I can do/figure out. But thanks for the option. I'll look into it further if I get no other answers.

  • sai123456 Profile Picture
    sai123456 324 on at

    I guess CRM doesn't support this out of the box. But you can create a custom workflow to trigger on your requirement and use below link for saving the file.

    Saving File:

    social.microsoft.com/.../export-crm-data-to-excell-using-c

    Sending Email:

    www.emailarchitect.net/.../14.aspx

  • Suggested answer
    Harshil Shah Profile Picture
    Harshil Shah 294 on at

    Hello John,

    I understand your requirement is to Get Some advanced find data to Excel file and store it in Sharepoint or on OneDrive. Well I don't think you can achieve this via Workflow Only.

    You need to create custom workflow code which will trigger every week and write some Code logic using fetchXML to retrive data using CRM Service. Check below link

    docs.microsoft.com/.../use-fetchxml-construct-query

    After you get data in C# code you can create excel file and upload it on Sharepoint or OneDrive via Code.

    Check below URL to achieve that.

    docs.microsoft.com/.../gg309548(v=crm.8)

    www.inogic.com/.../

    community.dynamics.com/.../upload-documents-to-sharepoint-in-plugin

    Regards,

    Harshil Shah

  • Elijah Stownton Profile Picture
    Elijah Stownton 192 on at

    You can try Skyvia Data Integration to schedule the export to CSV from Dynamics 365. it is a no-code freemium platform.

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