You’re offline. This is a read only version of the page.
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
*This post is locked for comments
You can try Skyvia Data Integration to schedule the export to CSV from Dynamics 365. it is a no-code freemium platform.
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)
community.dynamics.com/.../upload-documents-to-sharepoint-in-plugin
Regards,
Harshil Shah
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:
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.
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.
All these steps can be automated and scheduled weekly, But you need some coding for this.
How will I schedule this?
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
#1
Mohamed Amine Mahmoudi
83
Super User 2025 Season 1
#2
Community Member
54
#3
Victor Onyebuchi
6
Share
Report
All responses (
Answers (
