Microsoft Dynamics 365 | Integration, Dataverse...

Flow to create csv file and save in sharepoint

(0) Share

Report

Posted on by Rasi

220

guys,

I am trying to create a flow so that it runs everyday and creates a file in sharepoint with data that meets the criteria. Scenario: I want csv file to be created on daily basis which contains contacts whose birthday is in 1 day. File needs to contain name and address.

Hope it makes sense.

Many thanks in advance

All responses (3)

Answers (0)

Ralf Pi 29 on at

Like (0)

Report
Flow to create csv file and save in sharepoint

Here's a simplified example of how your flow might look in Power Automate:

Trigger:

Recurrence: Daily at a specific time (e.g., 8:00 AM).

Get Contacts:

Connect to your data source (e.g., CRM system or database).

Use the appropriate action to retrieve contacts whose birthday is in 1 day.

Prepare CSV Data:

Use the "Create CSV table" action.

Map the contact attributes (name and address) to the appropriate columns in the CSV table.

Create SharePoint File:

Connect to your SharePoint site and document library.

Use the "Create file" action.

Set the file name and specify the file content using the CSV data from the previous step.

End Flow:

Your flow can now end, and you can set up notifications or additional steps as needed.
Suggested answer

Leah Ju Microsoft Employee on at

Like (0)

Report

Flow to create csv file and save in sharepoint

Hi Partner,

Please refer to the following steps:

1.Create one scheduled flow:

https://learn.microsoft.com/en-us/power-automate/run-scheduled-tasks

2.Retrieve all contacts to get someone whose birthday is in 1 day.

https://learn.microsoft.com/en-us/power-automate/dataverse/list-rows

3.Select action:

4.Create CSV table action:

5.Create file in sharepoint:

Test:

I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
Regards,
Leah
Martin Dráb 230,149 Most Valuable Professional on at

Like (0)

Report

Flow to create csv file and save in sharepoint

Are you talking about Power Automate? If so, please ask in Power Automate Community.