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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Reports/ Email / Oppor...
Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Reports/ Email / Opportunity /pdf in dynamics 365

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Posted on by Sumaira Noor 1,085

Hello Community Experts,

I'm looking for a way where i can list out all the open and lost opportunities and e-mail it automatically to the manager on a weekly basis.

One idea which i have is reports, but i dont know how to automatically mail it

Another can be a word or pdf Document, i again dont know how to automate it.

Kindly guide,

Best Regards,

Sumaira Noor

I have the same question (0)
  • Suggested answer
    ba365guy Profile Picture
    ba365guy 2,950 on at

    Hi Sumaira Noor

    Please refer the following. 

    https://andz88.wordpress.com/2018/06/19/microsoft-flow-creating-dynamics-365-scheduled-report-low-code-approach/

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Sumaira,

    You can do it with power automate(previous name is Microsoft flow)

    1. List all won and close opportunities, create an array to save retrieved data

    pastedimage1576737987337v1.png

    2. Get each opportunity record by their id and append to the array:

    pastedimage1576738066453v2.png

    3. Create HTML table to render result, use Status Label data to display formatted text of optionset field, then send HTML table by Outlook.

    pastedimage1576738154690v3.png

    4. Add Reccurence tile at beginning to trigger flow.

    pastedimage1576738218378v4.png

    5. Result:

    pastedimage1576738261406v5.png

    Regards,

    Clofly

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,085 on at

    Thanks for the response clofly & ba365guy

    I'm not able to populate anything in Filter Query I'm getting this message "No dynamic content available"

    Kindly Guide,

    Best Regards,

    Sumaira Noor

  • Verified answer
    ba365guy Profile Picture
    ba365guy 2,950 on at

    You need to manually type the filter query

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,085 on at

    Thanks for the response ba365guy

    I got 178 mails when i tested the flow!

    Also I'm not able to see the lost opportunities

    Kindly guide

    Best Regards,

    Sumaira Noor

  • Suggested answer
    ba365guy Profile Picture
    ba365guy 2,950 on at

    178 - That is unexpected!! :(

    What is the recurrence you set? Please verify if you are sending email for every opportunity or all at once. All at once is correct.

    Regarding lost opportunities, the filter query "statecode eq 2" i think

    statecode eq 0 - Open Opportunities

    statecode eq 1 - Won Opportunities

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,085 on at

    Thanks for the response ba365guy

    What should be the recurrance?

    I would like to send it for all at once.

    I have set it to interval 7 and frequency to day

    Kindly Guide,

    Best Regards,

    Sumaira Noor

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Sumaira,

    1. For your occurency email issue, 

    please remove array variable, I just found that we won't need array to save data, so apply for each might be the reason for many emails sending.

    (as the blog tutorial by ba365guy configured)

    pastedimage1576749836117v1.png

    2. For your filter and no dynamic content is available issue:

    Have you applied filter as below, and once necessary fields are populated with value,

    then dynamic contents will appear in next tile/action.

    pastedimage1576749946435v2.png

    Regards,

    Clofly

  • cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Sumaira,

    You could set Manually trigger a flow as start action for instant test.

    pastedimage1576750082585v1.png

    As per my understanding, do you want to send emails to all users in CRM?

    If so, please list all user entity records and use Primay email from dynamic content.

    Regards,

    Clofly

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,085 on at

    Thanks for the response Clofly

    I should automate where mail should be sent every saturday to only 3 users, not all the users.

    I'm attaching the screenshots below, please correct me.

    Image1.PNG

    Image2.PNG

    Image3.PNG

    Image4.PNG

    Image5.PNG

    Image6.PNG

    Image7.PNG

    Kindly Guide,

    Best Regards,

    Sumaira Noor

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