Use Azure Logic App with Dynamics 365 CE to Report on Aggregate Values

Overview

This solution uses Azure Logic Apps and Functions to build an HTML table of Dynamics 365 aggregated values (e.g., the sum of a numeric value across multiple records) and sends an e-mail with the HTML content. The application runs on a set schedule.

Business Uses

Send an e-mail on a fixed schedule with the following information (examples):

• Sales totals by region
• Number of leads created across territories
• Average case resolution time

Building the Solution

Prerequisites

Azure Storage Account: This Logic App will run multiple Dynamics 365 FetchXML queries in order to obtain the aggregate values to send in an e-mail. In this example, the Logic App will retrieve FetchXML

Follow the steps in blog article "Create an Azure Function to interact with Dynamics 365 Online (Customer Engagement)" to create the Azure AD app registration, D365 Application User and the base Azure Function.

Steps

Create a Logic App

Start with the "Recurrence Trigger" template

For the Recurrence action, set the interval and frequency to the desired values

Create Azure Storage Account
Create a general-purpose Azure storage account

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