Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Suggested answer

Sending reports by automated emails

(1) ShareShare
ReportReport
Posted on by 3
Hi
 
I've only recently started using MS Dynamics having been a Salesforce.com admin for 12 years. I am looking to send a report automatically via email every Monday morning to a group of sales users. So ideally I'd like the view I have created email out (excel or just html format on email - doesn't matter) to a set number of sales users. I could have done this in 2 minutes in my old job but am struggling to find an efficient way to do it in MS Dynamics. 
Can anyone point me to an easy to use knowledge article or, even better, give me some tuition. Remember I'm new to Dynamics and still on a very steep learning curve. 
 
Thanks in advance. 
  • Ram Prakash Profile Picture
    Ram Prakash 2,285 on at
    Sending reports by automated emails
    Hi yes What @leah ju said was correct
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Sending reports by automated emails
    Hi Partner,
    You can try to use power automate to create one scheduled flow:
    Then you can add 'send an email' action:

    I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
    Regards,
    Leah
  • Zap Objects Profile Picture
    Zap Objects 913 on at
    Sending reports by automated emails
    Hi Roger,
    There is no out-of-box approach available which could allow scheduling of reports / views in Dynamics 365.
    You could try Zap Report Scheduler solution which is available in Microsoft AppSource to achieve your requirements easily.
     
    Features:
    - Send View / Report data in email body or as attachment (Excel, PDF, etc) or save to SharePoint + Notify in Teams
    - Generate Report PDF / Excel using Power Automate (based on defined triggers)
    - 1-Click feature to export reports and attach in email from front-end (form / grid)
    - Built in Auto-Retry functionality which will ensure 99.99% deliverability
     
    Please feel free to email sales@zapobjects.com if you have any questions.

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

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,661 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,379 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans