This bot will extract all the information from a view and export it into an Excel file. You have this bot run every day and obtain a report automatically.
You can use this bot to:
- Retrieve information from Dynamics using the Fetch XML from a view
- Create reports using native xlsx functionalities
- Learn how to use input dialogs to select files
Use the Advanced Query feature in Dynamics CRM and export the xml by clicking the ”Download Fetch XML” button in the advanced find dialog.
This task is compatible with:
- Automate Ultimate 11.2 and greater
- Automate Plus 11.2 and greater
- Automate Desktop 11.2 and greater
Automate Bots are the result of our experience training and implementing Automation initiatives for our customers. All the configurations are maintained by HelpSystems Professional Services. If you need our help to configure a bot, please complete the form here.