Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Looking for a consulta...
Microsoft Dynamics CRM (Archived)

Looking for a consultant/developer

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

I work for an organization that is using Dynamics 365 and would like to pull some of that information directly to our company website. The following page and PDF link on that page are manually updated by person. All of the information, however, is in our Dynamics 365 instance. We need that page and PDF updated automatically from the CRM

healthcurrent.org/.../the-network-participants
https://healthcurrent.org/wp-content/uploads/2018/03/Who-Is-The-HIE_03-29-18.pdf

Can anyone point me in the direction of a developer? Or if you are a developer that would be interested in completing this project please send me a DM or reply.

Thank you!

*This post is locked for comments

  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,508 on at
    RE: Looking for a consultant/developer

    Hello Lwbenso,

    1) Make one support application.

    2) Download SDK and take dll reference

    3) Add following dll reference

    Microsoft.Xrm.Sdk;
    Microsoft.Xrm.Sdk.Client;

    for Copy the the code in your class file, pls refer this thread,

    I hope it helps,        
    Thanks.
                                    
    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Portal.

    www.thewindowsclub.com/how-to-schedule-batch-file-run-automatically-windows-7

  • Suggested answer
    gdas Profile Picture
    gdas 50,089 on at
    RE: Looking for a consultant/developer

    Hello ,

    Please find reference where I have mentioned how do you create simple console or batch application.

    community.dynamics.com/.../273478

    Once you get the data  in console  here is the C# reference to create the PDF.

    www.c-sharpcorner.com/.../generating-pdf-file-using-C-Sharp

    Hope this helps.

  • Suggested answer
    gdas Profile Picture
    gdas 50,089 on at
    RE: Looking for a consultant/developer

    Hi ,

    You may create a batch application or console application which will basically retrieve the necessary data from Dynamics 365 Online and create the PDF as per your requirement and will  store in specific path of  your company website server.

    You can scheduled the console or batch application in you company website server windows task scheduler so that it will execute in daily basis or any interval and update the pdf.

    Your website should point that particular path for the pdf.

    Hope this helps,

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,494 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,307 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans