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ReportHow to integrate power automate with dynamics 365 to run the reports
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How to integrate power automate with dynamics 365 to run the reports
Thanks Kenneth for the quick update. We are in the phase of replacing the current CRM with Microsoft Dynamics CRM and as part of it we would like to find a solution to replace the current CRM reports that are generated based on SQL queries and pull the data into excel or csv and send to the interested recipients through an email. We would like to know if it is possible to redesign the existing process using power automate. The first step is to pull the data for a particular entity from Dynamics and then second step is write the data into excel or csv file and then finally send the file to interested recipients through an email.
Hi,
First thing it is important to know is why you can build a report using Power Automate. When you use Power Automate, the most common reason is to automate something. For example, you probably want to automatically send a report via email of something you can in Dynamics, you can do that triggering a flow in Power Automate. Here you can see more info for implementing that:
Send Dynamics 365 Emails from Power Automate - CRM Software Blog | Dynamics 365
If you just want to create a report with Dynamics CRM data, then Power Automate is not necessary. Here more info of how to do that:
Create a report using the Report Wizard - Power Apps | Microsoft Docs
Work with reports - Power Apps | Microsoft Docs
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