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Regarding automation of dynamics 365 report in excel format and shared with microsoft teams using power automate.

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Posted on by Aakashasktheexpert

want to know how we can genrate a custom dynamics report in excel format and share it with teams on a channel . I have tried sevral methods but i couldn't get succeed. Please help me out

I want a custom report which runs on a particular time on every month and automatically shared with teams on channel. the format of that record would be in Excel.

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Abdul Wahab 12,119 Moderator on at

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Hi Aakashasktheexpert,

Use trigger Recurrence

next use list rows.

next, create excel

create records in it

e.t.c at which point you are stuck?

By following the above simple steps you can achieve your solution.

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
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Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
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Aakashasktheexpert 10 on at

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Can you please share the exact flow what is the trigger point and what will be the action ,Step by step as you have mentioned i have tried but its not working ,

For example i have a custom report name "monthly report " in dynamics 365 reports entity and I want it to run on every month of 1st and automate this process on teams so that that excel file will posted on teams channel

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Aakashasktheexpert 10 on at

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Abdul Wahab

Hi

want to know how we can genrate a custom dynamics report in excel format and share it with teams on a channel . I have tried sevral methods but i couldn't get succeed. Please help me out

I want a custom report which runs on a particular time on every month and automatically shared with teams on channel. the format of that record would be in Excel.

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EffKahEll 5 on at

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As far as can be seen in the docs, there is a possibility to subscribe to paginated reports, and choose the format. The file is then sent via e-mail.

I have also found this article, however it might require a premium license:

Export paginated reports with Power Automate - Power BI | Microsoft Learn

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Goloknath 1,843 User Group Leader on at

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Hi Aakashasktheexpert,

Greetings! you can achieve in multiple ways actually -

Option-1 :

1. Generate the custom report in Dynamics.

2. Upload the report to any SharePoint location.

3. Post an alert in teams with the SharePoint link of the report.

Option-2 :

1. Generate the custom report in Dynamics.

2. Send email to the recipient / Upload the report to any SharePoint location.

3. Post a message with details information & link

Option-3 :

1. Generate the custom report in Dynamics.

2. Send email to the recipient / Upload the report to any SharePoint location.

3. Post an adaptive card reading the report/email

Please refer below blog for one of the similar requirement -

https://powerusers.microsoft.com/t5/Building-Flows/Get-Excel-table-content-and-post-to-Teams-weekly/td-p/1230538

Please mark as verified if this helps for the sake of others.

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Aakashasktheexpert 10 on at

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Goloknath Mishra Can you share me the steps which will help me to get the excel dynamics report on sharepoint using power automate , I do not want to upload manually on sharepoint.

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Goloknath 1,843 User Group Leader on at

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Hi,

you can refer below link to satisfy your requirement-

if this helped pls mark as verified which will help others too

Thanks!

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Aakashasktheexpert 10 on at

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I need the Exact Data in the same format which is in Dynamics 365 crm. while using above steps it is just updating rows and tables , but my requirement is exact the same report which is in dynamics i need the same report in sharepoint with the use of powerautomate.

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Goloknath 1,843 User Group Leader on at

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Hi,

I think what I provided is the easiest option or else if you want exact report scheduling here are the steps -

Supported way as under by creating a paginated report in PBI and schedule it step by step mentioned as under -

How to create Paginated Report : https://www.bluegranite.com/blog/a-step-by-step-overview-of-paginated-reports-in-power-bi

Schedule Paginated Report : https://global.hitachi-solutions.com/blog/setting-up-email-distribution-of-paginated-reports-in-pbirs/

Info on Paginated Report : https://learn.microsoft.com/en-us/power-bi/paginated-reports/paginated-reports-data-sources

or

Custom Way : Sending Email to Customer With SSRS PDF Attachment Using JavaScript Dynamics 365 CRM(Online) – All About Dynamics 365

Then next create flow as per my below sample to upload to SharePoint -

Please mark it verified if this helps. Thanks!

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