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New to Flow - Can I schedule downloading Excel versions of Dynamics 365 View Data?

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Posted on by GBarkin

I've never used Flow, not sure if it does this. If so, I need a bit of hand-holding to help me set this up (I didn't see a template for it):

I want to set up an auto schedule that will go to our Dynamics CRM, go to each of about 10 saved Views (each is for a different entitiy; each has a filter for New and Updated records since Date X) and download a Static Excel file of the View.

It would be easy for me to manually do one of these each week, but since I have 10 to download, automation would be a big timesaver.

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yashag2255 24,769 Super User 2024 Season 1 on at

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Hi!

Unfortunately, you cannot download static excel files from Flow. However, you could use PowerShell to achieve the automation that you want.
Steps:
1. Create a credential and log in to dynamics
2. Use the Get-CrmRecordsByViewName command to get the records
3. Apply the filter and save as outfile to excel.

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS
@GDBarkin wrote:
I've never used Flow, not sure if it does this. If so, I need a bit of hand-holding to help me set this up (I didn't see a template for it):

I want to set up an auto schedule that will go to our Dynamics CRM, go to each of about 10 saved Views (each is for a different entitiy; each has a filter for New and Updated records since Date X) and download a Static Excel file of the View.

It would be easy for me to manually do one of these each week, but since I have 10 to download, automation would be a big timesaver.
v-lin-msft 728 on at

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Hi @GDBarkin,

Based on your description of the requirements, you want to get Dynamic records of the latest date update and put them in an Excel, then download it, right?
Here I show you a flow configuration that gets entity records and updates in excel, you can configure your flow according to the following screenshots:
Step 1: Get the records of Dynamic every week.
Step 2: Get the rows present in the Excel table that you want to store records, and clear the table.
Step 3: The newly updated records were selected.
For example, I set seven days here and stored them in excel.
formatDateTime(item()?['modifiedon'],'dd-MM-yyyy') is greater or equal to addDays(utcNow(),-7,'dd-MM-yyyy')
Step 4: As you described before, there are ten entities, so you need to create ten similar flows, or you can add branches by clicking Cross button in the Red box.
You can have a try. If there is any problem, please contact us.

Best Regards,
Community Support Team _ Lin Tu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
GBarkin 17 on at

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Hi Lin Tu,
I was able to get pretty far, but I need help. I think perhaps I may not have even expressed the need correctly. Given what I learned from you here, I'll reframe my need using CRM Dynamics Contacts as an example; I need to have a spreadsheet updated weekly with this info (I understand that it will update any / all columns I choose in "Add a row..."):
On a weekly basis...
ADD to Excel spreadsheet any Contacts ADDED to the CRM since last week's Flow
UPDATE any Contact rows on spreadsheet with CRM modified date since the last Flow (or, delete old Excel row and replace with new)
For bonus money, also DELETE any Contact row if the Contact has been deactivated in CRM
Here's my setup as of now:
GBarkin 17 on at

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Hi @v-lin-msft,

I was able to get pretty far, but I need help. I think perhaps I may not have even expressed the need correctly. Given what I learned from you here, I'll reframe my need using CRM Dynamics Contacts as an example; I need to have a spreadsheet updated weekly with this info (I understand that it will update any / all columns I choose in "Add a row..."):
On a weekly basis...
ADD to Excel spreadsheet any Contacts ADDED to the CRM since last week's Flow
UPDATE any Contact rows on spreadsheet with CRM modified date since the last Flow (or, delete old Excel row and replace with new)
For bonus money, also DELETE any Contact row if the Contact has been deactivated in CRM
Here's my setup as of now: