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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to Generate Acknow...
Microsoft Dynamics CRM (Archived)

How to Generate Acknowledgement letter on create of case / On save and Download pdf of Acknowledgement in CRM

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Posted on by Community Member

The Letter format should be like this...By fetching customer details from the case form and generate the letter.

                                                                                 Acknowledgement Letter

Customer Address

-------------------------

------------------------

 

Dear Customer,

With reference to your Policy No. 253365, we acknowledge the receipt of your complaint dated 17/11/2017 regarding: Policy Servicing.
 
Your complaint has been registered with Complaint ID E-944391-F9G4 and has been assigned to our Grievance Redressal executive Ms. Mamatha R. You may expect our response within 7 calendar days.
 
For any clarifications you may contact our grievance officer on 080-67996000, between 9:00 am to 6:00 pm, Monday to Friday.
 
Please get in touch with us for any further assistance.
 

We hope to serve you again.

 

Yours sincerely,

 

Customer Services

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  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: How to Generate Acknowledgement letter on create of case / On save and Download pdf of Acknowledgement in CRM

    Hi,

    We have already suggested you two options, you can go with custom development path or use word template, I will suggest you to look for suggested links and if you are facing issue you can share it here.

    Thanks

  • Community Member Profile Picture
    Community Member on at
    RE: How to Generate Acknowledgement letter on create of case / On save and Download pdf of Acknowledgement in CRM

    Hi HIMBAP/Syed,

    Can you help me to generate above formatted SSRS Report, So that when ever we call the report onsave/button click it has to get the customer details like(Address,case ID,Policy Number,Assigned User) and it should generate Acknowledgement PDF

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: How to Generate Acknowledgement letter on create of case / On save and Download pdf of Acknowledgement in CRM

    You can just call that method on OnSave event right ?, also it will be a better options to have it on button instead of generating pdf every time on save.

    Thanks

  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: How to Generate Acknowledgement letter on create of case / On save and Download pdf of Acknowledgement in CRM

    If so then you no need to create report rather out of box Word Template . Its quite straight forward without any code.

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: How to Generate Acknowledgement letter on create of case / On save and Download pdf of Acknowledgement in CRM

    You can just call that method on OnSave event right ?, also it will be a better options to have it on button instead of generating pdf every time on save.

    Thanks

  • Community Member Profile Picture
    Community Member on at
    RE: How to Generate Acknowledgement letter on create of case / On save and Download pdf of Acknowledgement in CRM

    HI Himbap

    when ever i create a case and click on save then an Acknowledgment letter should be download by taking customer details and it should download as PDF  ON OnSave of case.

    this is my requirement

  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: How to Generate Acknowledgement letter on create of case / On save and Download pdf of Acknowledgement in CRM

    If you are going to create SSRS then use the below scripts to run the report and send email with PDF automatically.

    community.dynamics.com/.../205829

    Hope this helps.

  • Community Member Profile Picture
    Community Member on at
    RE: How to Generate Acknowledgement letter on create of case / On save and Download pdf of Acknowledgement in CRM

    Hahaha

    sorry its crm 2015 onpremisis

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: How to Generate Acknowledgement letter on create of case / On save and Download pdf of Acknowledgement in CRM

    Hello,

    If you want to print on button click then you can use this: www.c-sharpcorner.com/.../generate-pdf-file-using-javascript-in-microsoft-dynamics-crm-2015

    but I am curious how you are using CRM 2015 online ??

    Thanks

  • Community Member Profile Picture
    Community Member on at
    RE: How to Generate Acknowledgement letter on create of case / On save and Download pdf of Acknowledgement in CRM

    Thanks for your reply

    but it's CRM 2015 online..

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