How to Send export excel or CSV in email from MS Dynamics 365?

Question

Everyday I am downloading report in excel exports from Dynamics 365 manually. Is there anyway I can setup a flow setting so that I will get email that report on everyday basis?

Answer 1

For On-Premise CRM you can schedule reports within the application, this option is not available in CRM online. Here is an old article on the subject:
https://www.powerobjects.com/blog/2011/06/29/report-scheduling-and-email-subscription-in-crm-2011/

There are inexpensive third party utilities which deliver excel view exports on a scheduled basis. I recommend the Work 365 Report Scheduler (formerly IOTAP):
https://online.work365apps.com/work-365-report-scheduler

If you have a .NET developer or partner you can develop a custom workflow step which renders reports as PDF documents and attaches them to emails within an out of the box workflow. Here is an article on the subject:
http://xrmmatrix.blogspot.com.au/2011/06/creating-report-as-pdf-attachment-in.html

Answer 2

We request you to kindly check out our Microsoft preferred ISV solution named Click2Export .

Using our solution you can very easily schedule and email a daily report as attachments in PDF, word and excel formats.

We would request you to take up a free trial from here .

You can refer to our docs to further help you evaluating our solution.

In case you need a walkthrough of our solution kindly reach out to us at crm@inogic.com and we can take it forward from there.

Thanks!