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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Send a View as a repor...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Send a View as a report to email once a day in D365FO

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Posted on by FN-14060151-0 8
I want to get an report/alert of sales orders, purchase order and production orders that are delayed/not started.
I've made a view in all sales orders, all purchase orders and current opperations that shows this.
 
Is it possible to make the system sending an email automatically once a day with a report automatically made from these specific view?
 
Im using Dynamics 365FO.
I have the same question (0)
  • Martin Dráb Profile Picture
    Martin Dráb 238,147 Most Valuable Professional on at
    D365 consists of many applications, such as Finance and Operations, Sales or Business Central. You're asking in D365 general forum, therefore it's not clear which product you have in mind. Please add this information.
  • FN-14060151-0 Profile Picture
    FN-14060151-0 8 on at
    Im using D365FO.
  • Suggested answer
    Martin Dráb Profile Picture
    Martin Dráb 238,147 Most Valuable Professional on at
    Moved from Dynamics 365 general forum.
     
    I'm not aware of any feature that could generate a report based on form filters. You create a Power Automate flow running on schedule, fetching data from F&O and sending emails, or to create a report in F&O and run it as a batch job.

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