Optimizing Push Reporting with Dynamics 365 and Microsoft Flow

Published April 3 2020 by Antwain Woods

Reporting and Business Intelligence have become the driving force for businesses to make quick and smart decisions. A question to many companies, is “How are reports being served up to your business users?”. Microsoft Flow allows your company to push reports from many different sources.

Let’s start by looking at the different ways your company can use flow to automate and send reports to your business users.

Microsoft Flow: Flow Productivity Features

  • Microsoft can be used with almost any data source for report push emails and announcements
    • Dynamics 365 Customer Engagement
    • Dynamics 365 Finance and Operations
    • SharePoint
    • Any data housed in the Common Data Services or connected to it
  • Flow allows users to optimize their workday by information being pushed to them
  • The user can access Dynamics CE from the Microsoft Flow report to update records and complete tasks
  • Access reports via Office 365 Outlook

Microsoft Flow: Examples of Push Report Use Cases

First you will need to launch Flow from your Office 365 home page or by going here: https://flow.microsoft.com

In this post, we’ll walk you through configuring a Flow template. This template is labeled Receive a weekly email summary of new Dynamics 365 opportunities.

From the screen above you will launch the Flow for configuration. Once the screen opens click continue.

In the first step of the flow you can set how often you want the report and when the report should run. In the second step you can select an interval time in the past to retrieve a list of new opportunities. In the below screenshot, you can see I have this Flow set to run once a day at 8 am Central time.

In the next steps you should select your organization and entity. The HTML step comes preconfigured with headers and values filled in. If you want to add a header and value click in the header area and add a field name, then click the values field which will open a Dynamic content menu. Select a field that corresponds with the header. If a row is not need click the X to remove it.

Click I’ll perform a trigger action. Go in Dynamics 365 and create a new opportunity record.

Look back at the flow to make sure all the steps have successfully run.

You will get a message in your Outlook email.

Happy Flowing!!

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