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Hi ,
I need to automate the process of downloading reports and send to my sales team is this possible in ms dynamics 365
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Hello,
This is not possible in CRM Online.
Hi,
this is not possible, but if you wish to have this, you can purchase an app.
1. https://work365apps.com/work-365-report-scheduler
Alternatively you can write custom workflow to generate html report in your email and send to sales team.
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