Tag: Send email
How to run OOTB Report and send emails with pdf attachments using Power Automate.
Inkey, December 3, 2024128 Views
These days a speedy-paced business environment and efficient reporting equipment are crucial. Dynamics 365 is a powerful CRM and ERP answer that offers robust reporting capabilities. However, exporting those reports in a consumer-friendly format, like PDF, can on occasion be difficult. Fortunately, Power Automate gives a streamlined way to automate this method. In this blog, […]
Read moreEmail Deduplication In Customer Insights
Inkey, January 5, 20241122 Views
The email deduplication in Customer Insights feature prevents sending of duplicate emails to the same email address, ensuring a more efficient communication process. Email deduplication is enabled in journeys through the setting of customer insight journey but is disabled by default and applies to all segment-based journeys. How to enable email deduplication Open Customer Insights […]
Read moreAutomatically schedule the SSRS Report and send it as PDF attachment with the email in Microsoft D365 CE/CRM
Inkey, June 21, 201916986 Views
The Microsoft D365 CE/CRM provides the feature to run the selected SSRS reports manually. But I had the requirement to schedule the execution of report on a user-specified frequency like daily, weekly or monthly and send the report to the user via email as an attachment. But I did not find any OOB feature in […]
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