CRM2016
With excellent help and suggestions from here, I have been able to create a workflow that emails with attachments. Now I want to take it to the next stage
We currently retrieve reports from an external source, process them and create a pdf report for our clients. What I am looking to try and accomplish ( if possible) is to have one generic email template and add the customers pdf report to it.
I have been following several examples of creating an email from a template , which I have managed to do, however , non of them say anything about adding an attachment . Is it possible to do this ? I have seen threads about attaching the attachment when creating the email template , but surely that is for a static attachment.
I'm presuming that the following line creates the email with the template, but does anyone have any examples of how to then attach an attachment
Dim eamilUsingTemplateReq As SendEmailFromTemplateRequest = New SendEmailFromTemplateRequest With {.Target = email, .TemplateId = _TemplateId, .RegardingId = _ContactId, .RegardingType = Contact.EntityName}
