Dynamics Community Forum Thread Details

Email Multiple Pdf files (possibly using MSCRM AddOns) via workflow in single Email

Hi,

I have a requirement where the user wants to automate the sending of the Invoices in Pdf format via email. We are using MSCRM addons and I was able to create the below workflow(file attached) using that, but this sends one email with one pdf file attached to it for each invoice record.

But what the user needs, is to be able to send multiple invoice Pdfs in a single mail. The reason for this is that the end customer to which the invoices are to be sent, is a single contact, and he does not wish to receive multiple mails, i.e. mail per invoice record. He instead wants to get a mail, with all the invoice pdfs attached together in that single mail.

(Currently as per the solution I designed, the user runs this workflow as on demand, by selecting the invoice records for which the Pdf is to be generated and sent across to the customer. I need to be able to design a solution, where the user can send multiple Invoice Pdfs, but in a single mail to the customer).

Can you guys please help me understand how this can be achieved(using MSCRM addons or otherwise). Any help is appreciated.

Thanks!!