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Hi Team,
I have a requirement, Sent case details report to manager daily. How to retrieve the count of case based per user on Month and retrieve the open, closed, meraged, escalate cases current month.
Thank you
Vetrivel G
Hi Vetrivel,
Please see if the OOB reports helps.
You can also create a report and schedule it using Power Automate.
https://docs.microsoft.com/en-us/powerapps/user/create-report-with-wizard
Best Regards,
PG
I think the best option to send schedules reports on Dynamics 365 CE is to use Power Automate Flow that allows the execute flows on a schedule docs.microsoft.com/.../run-scheduled-tasks
1. Sign in to Power Automate, and then select My flows on the left navigation pane.
2. Select + New and then + Scheduled-from blank. Create a flow from blank
3. Specify when your flow should start by editing Starting boxes, and specify the flow's recurrence by editing Repeat every boxes then select Create.
4. Add "List records" action using Common Data Service Connector
5. Select entity name "Cases", select "Show advanced options" and add Filter Query to filter the records as required.
6. Add "Create HTML table" action using Data Operation Connector to store the results.
7. Add "Send email" action to send results added to HTML table.
Another option is to create Rollup fields (docs.microsoft.com/.../define-rollup-fields) on User entity to summarize the cases created by User and then using a similar approach using Power Automate Flow schedule a Flow to send results to manager.
Carlos Llamas
Microsoft - CSS
Hello,
You can use FetchXml for Case entity with aggregation by owner and state for that purpose.
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