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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Workflow and Mail Merg...
Microsoft Dynamics CRM (Archived)

Workflow and Mail Merge Template

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Posted on by Community Member

Hi

I am having troube in configure CRM to send an email to a client with a contract as an attachment when an oppunitry is created. So here are the steps I think it requie to get this done.

Step 1: create a workflow that would fire an email to client when an oppertunity is created.

Step 2: Create a Mail Merge Template to create a "Dynamic Contract" which will send to client as an attachment

Step 3: Putting it all together.. config workflow created earlier to run Mail Merge Template to create the contract with the client's information. Then attack the Contract to the email created by the workflow.

Now I have complete step 1 and 2 with no problem, but when i want to attach the mail merge template (contract) to the email and send it. I can't seem to be able to do it, since it only ask for local file type. 

 Any idea? 

 Thank You

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I have the same question (0)
  • alf Profile Picture
    alf 17,915 on at

    Hi Wing,

    Step 3 can not be done with with an out-of-the box workflow.  You will need compiled code (a workflow extension or plugin) to perform this task.  There are also addons available for dynamics crm that can perform this task.

     

  • Community Member Profile Picture
    Community Member on at

    Thank you so much for your reply.

    I am still very new to this, but learn a bit more everyday. So what you mean is i need to create a custom workflow activity using the SDK, or find an accerlator online that do the same thing?

  • Community Member Profile Picture
    Community Member on at

    Hi !

    You can take a look into our AutoMerge Add-On. This gives you the possibility to generate documents based on templates in a workflow or process.

    best regards,

    Christian Ternek

    www.mscrm-addons.com

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