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,… Continue reading How to run OOTB Report and send emails with pdf attachments using Power Automate.
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… Continue reading Email Deduplication In Customer Insights
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… Continue reading Automatically schedule the SSRS Report and send it as PDF attachment with the email in Microsoft D365 CE/CRM
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