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wjpooley
Level: Power Up

Email Dynamics 365 View Using Flow

I'm new to flow and have been searching the community and Google for some help, yet can't seem to piece together a solution.

 

I'd like to e-mail a Dynamics 365 Opportunity View (in Excel format) every evening or week to a set list of users and am trying to figure out how to do so using Flow.

 

It's relatively similar to the template available titled "Receive a weekly email summary of new Dynamics 365 opportunities" but with more quantifiers on which opportunities and the format in which the information is sent.

 

Any suggestions?

 

Thanks!

1 REPLY 1
Community Support Team
Community Support Team

Re: Email Dynamics 365 View Using Flow

Hi @wjpooley,

 

There is no proper way to get the "Dynamics 365 Opportunity View" into Microsoft Flow directly, what could be done currenty is to use the OData filter to get the wanted result.

98.PNG

 

See more information about the supported OData action in the Dynamics 365 Connector:

Dynamics 365 Connector

 

Regards,

Michael

Community Support Team _ Michael Shao
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