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.

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