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

Looking for a consultant/developer

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Posted on by Community Member

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!

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  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator 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,

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator 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
    CRMJetty Profile Picture
    CRMJetty 3,512 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

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