Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2022 Release Wave 2Check out the latest updates and new features of Dynamics 365 released from October 2022 through March 2023
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
is it possible to create quote as attachment using mail merge template , to send it to the customers.
if I understand it correctly then you want send email quote details with some pre-define template format.
if yes then we can use below option which use the Document Template concept and we can attach the Quote details in Email as PDF.
Upon Click of Email
Document Template link:
Please mark this as VERIFIED if it helps.
As Pradeep suggested, you can achieve it by clicking the button several times
However, If you want to achieve it automatically, you can refer following links, which auto generate word template as email attachment through workflow/flow:
Auto Generate Word Template in Dynamics CRM 2016 and attach in Email - Scaleable Solutions
How to Automate Document Creation in Microsoft Dynamics 365 | Encore Business Solutions
Using Power Automate and Dataverse to Autogenerate and Attach Document Templates for Email - Barhead Solutions
Generate Document Templates in CDS using Flow · BGBS Portal (briteglobal.com)
Business Applications communities