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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

weekly scheduled reports/views

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ReportReport
Posted on by 112

Hi !

Can we set up weekly scheduled reports/views for the below?

For new Accounts added that week, including in the report the Number of employees, industry and Annual revenue.

And auto email to user ?

Appreciate your great help.

HarHar

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,961 Moderator on at
    RE: weekly scheduled reports/views

    Hi,

    You can create schedule power automate to send email weekly

    Check below blog for reference

    xrmdynamicscrm.wordpress.com/.../

  • HarHar Profile Picture
    HarHar 112 on at
    RE: weekly scheduled reports/views

    Hi !

    Can it be auto email the above view on every Saturday to users ?

    Appreciate your great help.

    HarHar

  • HarHar Profile Picture
    HarHar 112 on at
    RE: weekly scheduled reports/views

    H !

    I created the view which is ok.

    But don't know how to auto email to user on weekly basis ?

    Appreciate your great help.

    HarHar

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