Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Suggested answer

How store the count of case records in custom column

(0) ShareShare
ReportReport
Posted on by Microsoft Employee

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

  • Suggested answer
    Pankaj Gogoi Profile Picture
    Pankaj Gogoi 3,177 on at
    RE: How store the count of case records in custom column

    Hi Vetrivel,

    Please see if the OOB reports helps.

    pastedimage1600850973898v1.png

    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

  • Suggested answer
    RE: How store the count of case records in custom column

    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

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: How store the count of case records in custom column

    Hello,

    You can use FetchXml for Case entity with aggregation by owner and state for that purpose.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,468 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,289 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans