D365 V9, Dynamics 365, Dynamics CRM, Microsoft Flow

Email CRM Data using Microsoft Flow

Introduction

This is another requirement I come across often in my day to day consulting work . Customers want the ability to email a CRM Report on a specified schedule . The report can be a list of Neglected Cases , Opportunities or  Leads Created for the week etc. What we are going to look at today is a way we can handle this sort of a requirement using Microsoft Flow and the Excel, Onedrive and Outlook actions

Solution

Below is a video explaining how I have built the flow.  I used the below link as reference for the OData Syntax

  • OData Syntax  : Link

I Hope this article will help you in your day to day consulting work . If there are any questions please feel free to email or comment.

Tagged , , ,

2 thoughts on “Email CRM Data using Microsoft Flow

  1. Hi, thanks for sharing this interesting solution. I’m trying to do the same from my side, but unfortunately after several test run, the flow continuously fail with the file locked problem. It told me the file was opened by me so the flow can’t edit the excel anymore. But actually I didn’t open it anywhere. Have you ever met this problem before, much appreciate if you can share some solution to me.

    1. Hi Mike,

      I havent come across this issue . Make sure the file is not Open at a Folder Level or on the OneDrive Web Browser. Alternatively create a new file and try it again
      Hope you will be able to resolve the issue .
      Regards,
      Sahan

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.