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In CRM 2011 we had a workflow that would;
1) Run a report
2) Export the report to PDF
3) Send the PDF via email to a contact
This isn’t possible using CRM Online as we have no access to the report server.
This is needed for a key part of our business, is there a way to do this please? Even with add-ons if possible?
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I would look at Xperido for this. http://www.xperido.com/
Or at DocumentsCorePack. www.mscrm-addons.com/.../DocumentsCorePack
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