
Hello,
I have a marketing customer journey based on a EVENT with attendees.
I wish to générate a word document with event data (from word template) and send it by email to all event attendees.
Is there any way to do that ?
I find a way to create a workflow to generate a word template but i don't how how to find the document and link it to the email...
Thanks for your help
Hi Franck,
You mentioned that "I find a way to create a workflow to generate a word template".
Is this it? using SetWordTemplate to generate and store it in the notes.
If you want to send it by email, you can refer following links, try to use another workflow or flow to send email:
Auto Generate Word Template in Dynamics CRM 2016 and attach in Email - Scaleable Solutions