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Answered

Reports/ Email / Opportunity /pdf in dynamics 365

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Posted on by Sumaira Noor 1,075

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

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,075 on at
    RE: Reports/ Email / Opportunity /pdf in dynamics 365

    Thanks Clofly

    It worked

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Reports/ Email / Opportunity /pdf in dynamics 365

    Hi Sumaira,

    Could you share me your action property screenshot?

    1. Make sure that the Action is Compose.

    2. In Compose action, we do a check for HTML body name likes below:

    pastedimage1576825437163v2.png

    click Peek code to view HTML table name:

    It's called @body('Create_HTML_table') in my environment

    pastedimage1576825482115v3.png

    3. This point could be mostly reason, it seems that you copy my expression directly from my response?

    I found that I also got invalid error when I copy it from my answer directly, it could be reply text editor issue.

    As you see, double quotes have been converted to single quotation by text editor.

    Upper is my original expression, lower is the converted text in my answer.

    pastedimage1576826011207v4.png

    So please copy this to test again or input manually:

    replace(body('Create_HTML_table'),'','
    ')
    Regards,
    Clofly
     
                          
                        
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                Sumaira Noor
                1,075 
            
             
         

            
                
                     
                 
            

    

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     RE: Reports/ Email / Opportunity /pdf in dynamics 365
    
                    
    
                    
    
                      
    
                        
    Thanks for the response Clofly and ba365guy
    

    I tried both of your approach but didnt work
    

    Clofly,in your approach, I'm getting this error when i try to add replace expression "The expression is invalid".
    

    Best Regards,
    

    Sumaira Noor
    
                      
    
                    
    
                      
                          
                       
                        
                        
     
                          
                        
    
                        
                  
    
                
    
              
    
            
    
          
    
        
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     RE: Reports/ Email / Opportunity /pdf in dynamics 365
    
                    
    
                    
    
                      
    
                        
    Hi Sumaira,
    

    As per my understanding, would you like to make table bordered?
    

    Actually our result is structured as a HTML table with HTML table tags, however, due to some customization is lack, so border not display.
    

    We can do following customization to show output with tabular format we're familiar with.
    

    1. Overall view.
    

    (I create an instant flow to test)
    

    pastedimage1576821943171v1.png
    

    2. Insert Compose action after Create HTML table action,
    

    the action can let us add customization for HTML table output  from last action.
    

    We use Replace function to replace original table tag with table which has border attribute:
    

    please copy this expression directly to Inputs field:
    

    replace(body('Create_HTML_table'),'<table>','<table border="1" style='border-collapse:collapse'>')
    

    finally remember to change email content to outfut from Compose action.
    

    pastedimage1576822138065v2.png 
    

    3. Result:
    

    pastedimage1576822242823v3.png
    

    Regards,
    

    Clofly
    
                      
    
                    
    
                      
                          
                       
                        
                        
     
                          
                        
    
                        
                  
    
                
    
              
    
            
    
          
    
        
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                ba365guy
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     RE: Reports/ Email / Opportunity /pdf in dynamics 365
    
                    
    
                    
    
                      
    
                        
    After creating HTML Table and before sending email, add a step to "Compose"
    

    Add the following CSS to the compose action
    

    

    and the send the email.
    

    It should look something like this.
    

    pastedimage1576821910376v1.png
    

    The generated table will look in the below format (just a sample format. column names will be based on your column names)
    

    pastedimage1576821966735v2.png
    

    If you want to change the colors, change the css accordingly.
    
                      
    
                    
    
                      
                          
                       
                        
                        
     
                          
                        
    
                        
                  
    
                
    
              
    
            
    
          
    
        
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                1,075 
            
             
         

            
                
                     
                 
            

    

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     RE: Reports/ Email / Opportunity /pdf in dynamics 365
    
                    
    
                    
    
                      
    
                        
    Thanks for the help Clofly.
    

    Its working fine now
    

    I have another doubt, i want the output to have tabular format
    

    How to get that format
    

    Best Regards,
    

    Sumaira Noor
    
                      
    
                    
    
                      
                          
                       
                        
                        
     
                          
                        
    
                        
                  
    
                
    
              
    
            
    
          
    
        
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    Verified answer
    
                        

                      
    

                      
    
                     
    
                        






 
    


 
    
    
    
    
    
    
    
    
      
    
        
     

       

        
            cloflyMao Profile Picture
        

    

  
                        
    
                            
















 





 












 





 


  











 





 












 





 








 
    

  

 
    

    
      

        
        
         
         

        
            
            
             
                
                
            
            
        
        
        

        
            
              
                cloflyMao
                25,198 
            
             
         

            
                
                     
                 
            

    

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     RE: Reports/ Email / Opportunity /pdf in dynamics 365
    
                    
    
                    
    
                      
    
                        
    Hi Sumaira,
    

    Let's build a simplified flow to send won and closed opportunity records to specific mailboxes.
    

    1. Overall look:
    

    pastedimage1576756297081v1.png
    

    2. In second action, our filter should be statecode eq 1 or statecode eq 2,
    

    1 stands for won, 2 stands for lost, while in your screenshot, that's statecode eq 1 or statecode eq 2 or statecode eq 3,
    

    it'll retrieve all opportunities in fact without filter.
    

    you can find code definition in opportunity entity introduction:
    

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/opportunity?view=dynamics-ce-odata-9
    

    pastedimage1576756458559v3.png
    

    

    pastedimage1576756330554v2.png
    

    3. I found that we don't need to create an array to append records, 
    

    the third action: Create HTML Table will helps us to complete retrieved result iteration automatically.
    

    pastedimage1576756760090v4.png
    

    4. We just need to populate To field likes below:
    

    aa@outlook.com;bb@outlook.com;cc@outlook.com
    

    with semicolon to separate different mailbox.
    

    Recipients will become different separate bubbles after we save the flow and check again.
    

    pastedimage1576756907245v5.png
    

    5. Run test
    

    pastedimage1576757020077v7.png
    

    6. Result:
    

    pastedimage1576756976732v6.png
    

    Then you can replace the first action to recurrence schedule action.
    

    In addition, I met exception in my environment while trying to convert file to pdf by One drive convert file action with ba365guy's link,
    

    even though I had created file successfully, you could test whether it could work in your environment once you receive email with table.
    

    Regards,
    

    Clofly
    
                      
    
                    
    
                      
                          
                       
                        
                        
     
                          
                        
    
                        
                  
    
                
    
              
    
            
    
          
    
        
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            Sumaira Noor Profile Picture
        

    

  
                        
    
                            
















 





 












 





 


  











 





 












 





 








 
    

  

 
    

    
      

        
        
         
         

        
            
            
             
                
                
            
            
        
        
        

        
            
              
                Sumaira Noor
                1,075 
            
             
         

            
                
                     
                 
            

    

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     RE: Reports/ Email / Opportunity /pdf in dynamics 365
    
                    
    
                    
    
                      
    
                        
    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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            cloflyMao Profile Picture
        

    

  
                        
    
                            
















 





 












 





 


  











 





 












 





 








 
    

  

 
    

    
      

        
        
         
         

        
            
            
             
                
                
            
            
        
        
        

        
            
              
                cloflyMao
                25,198 
            
             
         

            
                
                     
                 
            

    

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     RE: Reports/ Email / Opportunity /pdf in dynamics 365
    
                    
    
                    
    
                      
    
                        
    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
    
                      
    
                    
    
                      
                          
                       
                        
                        
     
                          
                        
    
                        
                  
    
                
    
              
    
            
    
          
    
        
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    Verified answer
    
                        

                      
    

                      
    
                     
    
                        






 
    


 
    
    
    
    
    
    
    
    
      
    
        
     

       

        
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                cloflyMao
                25,198 
            
             
         

            
                
                     
                 
            

    

 on  at 
                        
    
                    
    
                        
    
                        
    
                        
                          
                        
                      
    
                    
    
                  
    
                
    
              
    
              
    
                
    
                  
    
                    
    
                      
     RE: Reports/ Email / Opportunity /pdf in dynamics 365
    
                    
    
                    
    
                      
    
                        
    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
    

    
                      
    
                    
    
                      
                          
                       
                        
                        
     
                          
                        
    
                        
                  
    
                
    
              
    
            
    
          
    
        
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