Hi ,
Good morning.
May I ask how to auto generate the following weekly view to user email every Friday evening ?
Appreciated.
HarHar
Hi HarHar,
Maybe you can use power automate to achieve it.
1.Run flows on a schedule
https://learn.microsoft.com/en-us/power-automate/run-scheduled-tasks
Create a cloud flow that performs one or more tasks (such as sending a report in email).
Once a day, an hour, or a minute.
On a date that you specify.
After a number days, hours, or minutes that you specify.
2.Extract records and send emails:
1) You can put the extracted data directly into the email
2) Or you can export Dataverse view to Excel:
https://powerusers.microsoft.com/t5/Microsoft-Dataverse/Export-Dataverse-view-to-Excel-using-Power-Automate/td-p/855522
https://www.youtube.com/watch?v=626sEDwgrYM
then attach the file to the email:
https://www.d365geek.co.uk/single-post/create-and-send-emails-with-attachments-in-d365-dataverse-with-power-automate
Hi Leah,
Thanks for quick response.
Let me have a try, keep you posted.
Appreciate your great help.
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