Microsoft Flow – Report CRM Cases to Email
In the following example I am generating a report of CRM Dynamic Cases and sending it via email. During my investigation I discovered that you cannot send reports directly from Dynamics, so using flows is a workaround. Not an easy one, but lets see. First, we need connection to Exchange Online and Dynamics CRM. We are going to get a list of cases, and then do a “foreach” loop to capture the Customer Name, which is stored in a different table, and populate an Array with this data. Sorry about the localization in the example, I am working form an Spanish computer. First we are going to start with a Recurrence of once per month, but you can choice wherever you want. Then we are going to add “Common Data Service” – List records. You can change the name, and add some filters if you want. In this example I am filtering cases of Statuscode 1 and from specific customer id. Next step,. I am going to Initialize an empty array. Later I will fill this array with ...