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TonyKuiper
Regular Visitor

Trying to use the power automate embedded function to email from PBi and it wont sign in...

I have a report that I want to include a button to export a table of data in CSV as an attachment.

I have triggered the power automate process and populated the data required, done the compose to build the csv, but when I try to do the step to create the email side of it, it stalls at "creating" a connection.

 

Any ideas why its stalled here?

Screenshot 2024-07-02 144051.jpg

3 REPLIES 3
Anonymous
Not applicable

Hi @TonyKuiper ,

Can you please share some more detail information about this issue? They should help us clarify your scenario and test to troubleshoot.

How to Get Your Question Answered Quickly  

Regards,

Xiaoxin Sheng

Sure...

 

The power bi report connects to a Dataverse table. The table captures expenses.

The projects for the expense report are pulled from Dynamics 365 BC.

 

The report works fine in the power bi service, as far as the auto refresh etc after creating a connection for it (ie xxxx.crm.dynamics.xxx) 

We have recently moved from E5 to Dyn365BC and I'm wondering if that may be the cause of it.

 

Previously I have made reports where I can add the power automate button to the report page and it will create a csv and email it to a specified user.

 

It appears to be that there is no longer a "connection" between my account used to access the table (working) and the ability to create the connection to use the send email v2.0 function of power automate.

 

Is there a different method of sending email from power bi or power automate when you subscription is Dynamics 365 BC compared to E5?

Additionally, I can create the csv from the power bi data and save it to one drive as a csv file.

Its just the emailing side not playing the game.

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