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weekly view to user email

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Posted on by HarHar

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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 112 on at

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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
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Leah Ju Microsoft Employee on at

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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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