Imaginative Dynamics 365 Ideas

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

 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