Skip to main content

Notifications

Dynamics 365 general forum
Suggested answer

weekly view to user email

Posted on by 112

Hi ,

Good morning.

May I ask how to auto generate the following weekly view to user email every Friday evening ?

Appreciated.

HarHar

pastedimage1684838150988v1.png

  • HarHar Profile Picture
    HarHar 112 on at
    RE: weekly view to user email

    Hi Leah,

    Good morning.

    Thanks for quick response.

    Let me have a try, keep you posted.

    Appreciate your great help.

    HarHar

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: weekly view to user email

    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 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,524 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,469 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans