Skip to main content

Notifications

Service | Customer Service, Contact Center, Fie...
Suggested answer

How store the count of case records in custom column

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 84,321 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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,902 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,297 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans