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Power Platform Community / Forums / Power Automate / Scheduling extract dat...
Power Automate
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Scheduling extract data from specific View in Dynamics 365, add records to Excel file, and than send file by email

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Posted on by ruvido-saggi-38 2

Hi everyone,

I would like to extract data, in Excel static worksheet, from specific View every day with scheduling.

Could I use Power Automate?

If no, It's possible with any HTTP request?

If no, It's available any other solution? by default or custom?

 

I would like data by View, because if View change columns or filters, I don't need to modify my flow.

Thanks. 

 

image.png

 

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  • Michael E. Gernaey Profile Picture
    Michael E. Gernaey 53,969 Moderator on at

    Hi,

     

    Do you mean, while on a specific View, you want a button or something, that the user can trigger to get data and where do you put it???

     

    Yes you can easily use Power Automate to get data from Excel from a Model Driven app.


    Cheers
    If you like my answer, please Mark it as Resolved, and give it a thumbs up, so it can help others
    Thank You
    Michael Gernaey MCT | MCSE | MCP | Self-Contractor| Ex-Microsoft
    https://gernaeysoftware.com
    LinkedIn: https://www.linkedin.com/in/michaelgernaey

  • ruvido-saggi-38 Profile Picture
    ruvido-saggi-38 2 on at

    Dear,

    I would like a schedule flow (every day)..

    Data Extraction in excel in specific View (If I change column or filter in View, flow query will change automatically)..

    I don't need button on model driven, this flow will be automatic and scheduled flow (if possible in power automate)...

    The  results will be similar like "button extraction in Excel - Static worksheet".

    But a specific user, will be receive on email this data extraction automatically (even in case of absence or holidays).

    Is this possible in anyway?

     

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