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Hi,
Please suggest a way to create a work flow as below
Customer need to get the report of the case (which i already created in crm) by email
This may have some ideas:
community.dynamics.com/.../workflow--send-email-with-report
Hi partner,
You could create a custom workflow with C# to add the report as an attachment and send it to others with email.
www.linkedin.com/.../generate-report-pdf-attach-email-dynamics-crm-ninad-belwalker
mscrmmindfire.wordpress.com/.../
community.dynamics.com/.../crm-workflow-email-crm-report-as-pdf-attachment
Hope it helps.
Best Regards,
Leo
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