Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

How to Automatically Email An Entity View Excel File from CRM Online

(1) ShareShare
ReportReport
Posted on by Microsoft Employee

I am trying to create a workflow or other automated action that will create and send an email with an excel attachment for a specified view from my Contacts entity. I want the email to be sent once per week to a specific email address.

Is there a way to set up a custom workflow or action for this in Dynamics CRM Online? Or are there other recommendations for automated reporting out of Dynamics CRM Online?

Thanks!

*This post is locked for comments

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,711 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,458 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans