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weekly view to user email

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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

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  • 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 

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