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Sending reports by automated emails

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Posted on 2 Aug 2023 07:40:46 by Community member

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.

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Ram Prakash 2,287 on 09 Aug 2023 at 05:33:40

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Sending reports by automated emails

Hi yes What @leah ju said was correct
Suggested answer

Leah Ju Microsoft Employee on 03 Aug 2023 at 06:19:01

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Sending reports by automated emails

Hi Partner，

You can try to use power automate to create one scheduled flow:

https://learn.microsoft.com/en-us/power-automate/run-scheduled-tasks

Then you can add 'send an email' action:

https://learn.microsoft.com/en-us/power-automate/email-customization

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 913 on 03 Aug 2023 at 02:36:14

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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.