Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Send Order document via workflow

(1) ShareShare
ReportReport
Posted on by 565

Hin

It's possible to send  a order per email automaticly (as document) via workflow.

Regards.

*This post is locked for comments

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,076 on at
    RE: Send Order document via workflow

    Hi,

    You can download the Workflow Elements solution from the link below.

    https://kaskelasolutions.com/

    Then you will be able to see the new workflow options.

    For sending the itemized receipts, see the link below.

    kaskelasolutions.com/how-to-send-an-itemized-receipt-2

    Hope this helps.

  • happyman Profile Picture
    happyman 565 on at
    RE: Send Order document via workflow

    Thanks a lot.

    any tuto about how to work with keskelasolution.

    Rgards.

  • Tim Dailey Profile Picture
    Tim Dailey 440 on at
    RE: Send Order document via workflow

    I believe you can do this using the Workflow Elements, it's a free workflow extension that will allow you to do what you're wanting.

    https://kaskelasolutions.com/

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: Send Order document via workflow

    Hello,

    you will have to write some code to do this.

    You can do this easily, you will get lot's of sample code for the same.

    here is one below:

    mscrmmindfire.wordpress.com/.../custom-workflow-to-send-email-with-pdf-formatted-report-as-attachment

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,321 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans