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We have a requirement to send a email to customer when few condition satisfied on quote record. We have list of SSRS reports for quote entity and based on the condition we have to execute any one of the report and attaché to email record and send it to the customer. Please let me know the approach to do this.
CRM version: v9.1 online
Please help me on this.
There are different option suggested by different user, they have written different posts, apart from some addons available in the market, have you checked these ?
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