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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Sending email to Sales...
Microsoft Dynamics CRM (Archived)

Sending email to Sales from CRM online

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Posted on by Huzefa Bootwala 320

Hello, I have a requirement in CRM.

Every Friday EOB, send an email to Sales team which consists of the following:

All Opportunities which is going to be closed in 2 weeks based on Est Closed Date. Example: Today is 31st August and 3 Opportunities have Est Closed Date as 14th September.

Opportunities which are not updated, modified or viewed from past 60 days.

Opportunities should be filtered based on Owner and should be emailed to their specific owners.

Which approach would be best for this?

Thank you.

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  • Verified answer
    David Jennaway Profile Picture
    David Jennaway 14,065 on at

    Unfortunately CRM Online does not provide a simple option for scheduling reports. If you use CRM OnPremise, it is relatively simple to create Reporting Services reports, and run then on a schedule to send the output to an email address (which can be data driven), but you can't do this directly in CRM Online. 

    With CRM Online, you have 3 main options:

    1. Commission an Azure VM running SQL and SSRS. Use the Data Export Service to push data from CRM Online to the SQL database, and setup scheduled reports in SSRS
    2. Write some form of console application to query CRM Online and generate the reports (which you may have to generate with code), and send them. Set this to run on a schedule using Windows Task Scheduler on whatever machine you have that will be reliably running
    3. Convince the users that they don't need to have the data emailed to them, but instead create dashboards in CRM for them to easily view the data whenever they want to

    Of these, no. 1 is less development cost than no. 2, but incurs licensing and Azure subscription fees. No. 2 is a significant amount of development. If you can, I'd go for no. 3

  • Huzefa Bootwala Profile Picture
    Huzefa Bootwala 320 on at

    Hi David,

    Appreciate your reply.

    If I go with option 3, how will I achieve the functionality?

    For opportunity about to close, I can use the Est Closed Date but for Opportunities which has nit been viewed for past 60 days, what field will I be using?

    Thank you.

  • Huzefa Bootwala Profile Picture
    Huzefa Bootwala 320 on at

    I am doing the following, I believe it is giving me the appropriate results

    For opportunities about to close in next two weeks

    0624.crm2.JPG

    For opportunities not viewed from past 2 months

    0624.crm2.JPG

    Is there anything else I can do for the second requirement?

    Thank you.

  • Huzefa Bootwala Profile Picture
    Huzefa Bootwala 320 on at

    Our team wants the data to be sent via email. Please disregards the earlier posts.

    I went through few articles which says to create Activities entity....but did not come across an exact solution for this issue.

  • Huzefa Bootwala Profile Picture
    Huzefa Bootwala 320 on at

    blog.clickdimensions.com/how-to-schedule-workflows-in-microsoft-crm-online

    gonzaloruizcrm.blogspot.com/.../quite-often-we-have-business-process.html

    I found these two somewhat similar but could not totally understand the working.

  • Verified answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 Moderator on at

    The links you referred is alternate for David’s 2nd point. Basically console app is recommended, recurring WF is hard to maintain.

    Still you have to do custom WF activity (similar to plugin) for querying & sending out email. This custom WF can be called on UI WF like you are seeing in those links.

  • Huzefa Bootwala Profile Picture
    Huzefa Bootwala 320 on at

    Hi,

    Thank you for the reply. I am not familiar with creating a console app and querying the data from CRM.

    Any help with this or any links which I can refer to?

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,027 Moderator on at

    Hi Huzefa Bootwala,

    Read these articles to learn how to create a console application.

    Read this article to learn how to retrieve data with queries using SDK assemblies.

  • Huzefa Bootwala Profile Picture
    Huzefa Bootwala 320 on at

    Hi,

    Thanx for the articles. Will go through them.

    Is this possible through Power BI?

    I know I can generate reports but will I be able to send emails from Power BI?

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,027 Moderator on at

    Hi Huzefa Bootwala,

    This article teaches you how to schedule and send Power BI reports and dashboards by email using PowerBI Robots.

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