Hi !
Good afternoon.
I wants to have a work flow for won control and a work flow for lost control.
but don't know how to do it ?
currently, the won and lost under same work flow.
Thanks a lot
Har Har
Hi Sayen,
How to connect the power automate scheduled task to Dynamics 365 Lead view ?
It seems to be not easy to do so.
Is there any easy way to do it in Dynamics 365 instead of power automate ?
Appreciate your great help.
HarHar
Hi Sayen,
Thanks for quick response.
Ok, I will have a look and try.
Keep you posted.
Appreciate your great help.
HarHar
Hi HarHar,
Hope you are well~
We had better use Power Automate flow to send reports every Friday evening, as workflow is primarily a process that is triggered when a change is made to a form record. With Power Automate flow you can set up regular triggers that meet your needs.
A related community thread where some options were being talked about: Automatically send reports to email weekly - Microsoft Dynamics CRM Forum Community Forum
Best Regards,
Sayen Zhang
Hi Sayen,
Good morning.
May I ask how to auto generate the following weekly report to user email every Friday evening ?
It is possible to create a workflow under Processes ?
Appreciate your great help.
HarHar
Thanks Sayen
You're excellent. :)
Hi HarHar,
Yes! I am glad to hear that you resolve it.
Best Regards,
Sayen Zhang
cool, in one process , let me have a try
Thanks a lot
Har Hay
Hi HarHar,
Can these steps set up in workflow meet your requirements?
Best Regards,
Sayen Zhang
Hi Sayen,
It has been done, I need to create two Processes - 1 for Won and 1 for Lost.
Appreciate your great help.
Wish you have a nice weekend
Cheers
HarHar
Hi Sayen,
Thanks for quick response.
I have tried it but I can't select the won and lost in first logical condition, the following is sample :-
If won then
I can set the logical here which is ok for me.
end
If lost then
I can set the logical here which is ok for me.
end
Thanks very much
Har Har
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