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Hi,
I need to export data into Excel automatically from CRM in required format . How this can be achieved, please Help me
Your requirement can be fulfilled with the help of Click2Export – a 1 Click productivity app to export Report/Word/Excel/Email Template from Dynamics 365 CRM. For more information, click here.
Thanks!
Hi,
You can refer to the design process of my power automate:
Result:
If you want to export multiple columns of data, you need to create multiple tables.
You can do this using Power Automate (Flow) using an automated cloud flow. You can use the Dataverse 'when a row is added, modified, or deleted' trigger: docs.microsoft.com/.../
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Thanks.
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