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CRM 2016
I have a custom entity called new_remitAdvice. when a new record is added, currently I generate a physical PDF SSRS report using a workflow and manually email it out to customers.
I am wondering if this is something that can be done directly through the workflow, ie when a record is created , generate an email and attach the SSRS report in pdf format
any help , tutorials or examples would be gratefully received, not only to resolve this issue but to gain knowledge for other areas of this project
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Hi,
This is common requirement hence there are many blog posts for the same where you can refer examples, here some of them:
www.linkedin.com/.../generate-report-pdf-attach-email-dynamics-crm-ninad-belwalker
harimallampati.blogspot.in/.../extracting-ssrs-report-in-pdf.html
butenko.pro/.../ms-crm-2011-general-approaches-to-generation-of-reports
Thanks
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Christoph Pock
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