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

Sending reports by automated emails

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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. 
  • Zap Objects Profile Picture
    924 on at
    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.
  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    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
  • Ram Prakash Duraisamy Profile Picture
    2,289 on at
    Hi yes What @leah ju said was correct
  • Jessica Justice Profile Picture
    39 on at

    Yes, you can automate this in Dynamics 365. You don't need to manually export the View and email it every Monday.

     

    For this type of requirement, the important pieces are the CRM View, the export format, the recipients, and a recurring schedule. 

    Click2Export can be used to set this up.

     

    You can take the View you have already created and configure it for scheduled export. The schedule can be set to Weekly, with Monday selected as the day and the required morning time as the execution time. You can then specify the sales users who should receive the output.

     

    For the format, you have a couple of options depending on how you want the recipients to receive it:

    • Email body: The CRM View data can be inserted into the email as a table, so users can see the information without opening an attachment.

    • Excel: The View data can be exported as an Excel file and included with the email.

    • Other export formats: If Excel isn't required, the same scheduled approach can be used with other supported formats.

     

    The setup would therefore be roughly:
    Existing CRM View → Configure the export → Select recipients → Set Weekly schedule → Monday morning → Save

     

    Once the schedule is active, Dynamics 365 can distribute the View automatically according to that schedule, rather than requiring someone to export and send it manually every week.

     

    So for the requirement you described, you don't need to recreate the report every Monday. The existing Dynamics 365 View can be used as the source, and the export/email process can be scheduled around it.
     

  • Suggested answer
    Syed Aqib Raza Profile Picture
    138 on at

    Yes, this can be automated in Dynamics 365, but the easiest approach depends on whether you want to send the view data or an actual report file.

    For a simple Dynamics 365 view, Power Automate is usually the most flexible option:

    Scheduled cloud flow → Get rows from Dataverse → Create HTML/Excel output → Send email

    For your requirement, you can schedule the flow to run every Monday morning, retrieve the records matching the same criteria as your Dynamics 365 view, format them as an HTML table, and send the email to the required sales users.

    If you specifically need an Excel attachment, the flow can instead populate an Excel file or create a CSV and attach it to the email.

    If you're using a Power BI report, Power BI's subscription functionality may be a better option because it can automatically send report snapshots to users on a schedule.

    For a Dynamics 365 model-driven app view, I would recommend Power Automate + Dataverse rather than trying to email the view directly. It gives you much more control over the schedule, recipients, filtering, and email format.

    The basic flow would be:

    Recurrence (Every Monday)
            ↓
    List rows (Dataverse)
            ↓
    Create HTML table
            ↓
    Send an email (Outlook)
    

    You can use the same filtering criteria as the Dynamics view in the List rows action so that the email contains exactly the records you want.

  • Talha Manzoor Profile Picture
    41 on at

    This is just a basic idea where you create an SSRS report and send it to the user.

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