I'm working on Dynamics online CRM. as a part of the Case business process flow I need to create a specific pdf form including information from some case fields and send it as an attachment.
Can anyone advice how to automate that?
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HI ,
Have a look into the following link
http://dynamicsobjects.com/Products/Dynamics-Docs
It will resolves your issue.
Hi,
The easiest way to do this would be to make it text only so you don't have to worry about formatting or doing a mail merge to word. You can build up a string based on the fields on the record, then converting the text to a byte array and using that as the 'file' to use when converting a txt file to a PDF using an open source solution like this:
www.codeproject.com/.../Convert-a-Text-File-to-a-PDF-File
Once you build up the pdf data, you can attach it to an email by converting that to a string and saving it as a "activitymimeattachment" record.
Hope this helps! I'd appreciate if you'd mark this as a Verified answer.
Thanks,
Aiden
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