Send Entity list records as Excel to Power Apps Portal Contacts

[Anonymous]

Hello Community Experts!

I am new to Power Apps Portal. I am stuck with a requirement where I need to send the entity list records which is displayed on the Portal and gets updated on a daily basis, as an excel attachment in an email by selecting the contact from the Portal. Could anyone please assist me in achieving this.

Any assistance you can provide would be greatly appreciated!

Thank you!

[timl]

Hi @Anonymous 

There was a very similar question about this the other week. Do any of the suggestions here help?

https://powerusers.microsoft.com/t5/Power-Apps-Portals/Send-Email-with-attached-Excel-from-Power-Apps-Portal/m-p/634367#M2803 

[Anonymous]

Hi @timl ,

Is it possible to send the portal records directly without using excel. Could it be possible to send the entity list in an email by selecting a contact from the portal? Any suggestions on this please?

Thanks in advance!

[timl]

Hi @Anonymous 

Yes, it's possible to send the records directly without using Excel. I think this is as much a Flow question as it is a Power Apps Portal question.

You would adapt the procedure below to retrieve your data and to send it in an email. But instead of choosing an Excel data source in Flow, you would choose your CDS data source.

https://powerusers.microsoft.com/t5/Building-Flows/Read-input-from-Excel-and-send-email/td-p/159369 

Your Flow would include an HTTP request trigger, and you can define a parameter to accept the ID of the contact that you want to email. You can then adapt the procedure from Nick Doelman's article here to link your portal page with the Flow.

https://readyxrm.blog/2019/12/28/trigger-power-automate-flows-from-power-apps-portals/ 

[Anonymous]

Hi @timl ,

Thank you for the reply. Is it possible to create a CRM workflow so that it would be possible to select a contact from the Portal and send the entity view to that particular contact by running an on demand flow from the portal? Is it possible to include the entity view in the email?

[timl]

Hi @Anonymous 

I suspect you can do something like this to trigger your CRM workflow from JavaScript.

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/267681/triggering-workflow-using-javascript/756830 

That said, I'm not particularly expert in this area so someone else here might be able to comment further.

[hardikv]

Hi @Anonymous

My last answer from this question might be helpful in your requirement.

You can pass your text or html in email body variable in javascript in above link. 

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[Anonymous]

Hi @hardikv ,

Could you please help me out on how to pass the entity list in the email body in Javascript? Also in my requirement I need to send the entity list by selecting a contact from the 'Contacts' entity on the Portal. Could you suggest on how this could be achieved?

Thank you!

[dileeps]

So main thing here is to understand the whole scenario

a) Who is sending this email, a user coming on portal and clicking some button?? If yes, then why not just enable the download excel button for this user so they can download the excel file corresponding to that entity list.

b) A background process which  sends these emails periodically??

Basically typically if this is a background process, then portal doesn't come into play and you are sending the data using a crm workflow or flow based on whatever schedule you are using.

[Anonymous]

Hi @dileeps ,

As per my requirement, I need to login into the Portal as an Administrator and the entity list is only displayed for the administrator and  is not shown up for any other users other than administrator. So as an Admin I need to send this entity list in an email by selecting a contact from the list of Portal contacts. Is there a way to achieve this?

Thank you!