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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / How to query data fro...
Microsoft Dynamics 365 | Integration, Dataverse...
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How to query data from Dynamics 365 CRM, and send the result (csv file as attachment) in an email in a workflow

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Posted on by fordersheng@hotmail... 95

Hi,

We need the query data from Dynamics 365 CRM, and send the result (csv file as attachment) in an email in a workflow. 

Could you please help?

Thanks a lot.

Frank

  • Community Member Profile Picture
    Community Member on at
    RE: How to query data from Dynamics 365 CRM, and send the result (csv file as attachment) in an email in a workflow

    Hi Partner,

    Can you click Yes under "Did this answer your question?" to close this thread if my answer is helpful.

     pastedimage1637227581421v1.png

    Thanks.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: How to query data from Dynamics 365 CRM, and send the result (csv file as attachment) in an email in a workflow

    Hi Frank,

    You need use power automate to create a flow to achieve it, workflow can't do it.

    Flow:

    pastedimage1636700312106v1.png

    Details:

    (1)Trigger:

    pastedimage1636700748745v6.png

    pastedimage1636700791417v7.png

    (2)Add 'List rows' action and select the entity you want.

    pastedimage1636700568318v4.png

    (3)Add 'Create CSV table' action, Fill columns you want and get value from 'List rows'.

    pastedimage1636700479327v3.png

    (4)Add 'Send an email (V2)' action to fill information.

    pastedimage1636700675193v5.png

    Test Result:

    pastedimage1636700407305v2.png

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