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Automate send email of report generated as excel attachment with sharepoint in Dynamics 365 CRM

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Send Automated Reports to Each User with customized excel template as Attachment Dynamics 365 is a exceptionally amazing framework which enables Sales, Field Service, Customer Service and Marketing teams to perform huge number of functions to facilitate the business. Dynamics 365 has introduced new feature to schedule an automated report via "Run Report" wizard on each entity. But still there are few limitations. To overcome, all these limitations we need to setup the custom solution.  In this blog, we will demonstrate you the customize way to automatically send report as email with excel attachment. Here are few features which will be included, We can schedule a flow as per our need i.e. weekly, monthly, daily etc.  Send Excel Attachment with Custom Excel Template Send email to Each user as per their access to records - we will only send the records in sheet where the specific user has access. Store specific template files in SharePoint for future reference.  Now, using an
Post By: Richa Thacker & Karan Jariwala
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Freeing storage for Dataverse for File Storage

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 I’m Running Out of Storage Space! Now What? These are approaches to decrease the amount of storage space used by removing or deleting various kinds of data customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation) But there is no "undo" to restore your data once it has been deleted. So, we always need to be careful while deleting records.  Most of the storage is utilized by email attachment's OR notes attachments on dynamics 365.   And we can not always delete the attachment's, as it is useful information so we need to find out another way where we store our attachments also we can use them via dynamics.  SharePoint has a distinct advantage over Dynamics 365. With SharePoint , you not only get more storage space, but if you ever need more, storage space is much cheaper to purchase. Using Power automate ,  any files attached to emails or notes are automa
Post By: Richa Thacker & Karan Jariwala
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Post Teams Notification OR Personalized Message to Selected User

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Microsoft has launched the common data service environment with Power Platform. The Microsoft Power Platform comprises of 4 components: Power BI, Power Automate, Power Virtual Agents and Power Apps. These incredible components permit you to automate measures, fabricate solutions, and investigate information. In this blog, we will demonstrate the integration between Microsoft Dynamics 365 and Microsoft Teams.  It will gives the complete idea about how we can send the personalized Teams message to user directly when there is any change on Dynamics 365 record without any common Team. Personalized Adaptive Card Lets start with example, when "Case" is assigned to some other user via Dynamics 365 then it will send message to Assigned User regarding new case assignment .  Power Automate provides an direct step "Post Message (V3) Preview", but it will post a message to any Team & Its related Channel on Teams. Using these step we can not send message to Particular user d
Post By: Richa Thacker & Karan Jariwala
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