How to Attach an Invoice and Contract while sending email to the client through workflow?

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Posted on 16 Feb 2018 23:35:15 by Rajeev Gupta

Hi,

I want to send Invoice and contract to the customer associated with an opportunity through a workflow. while selecting the email template for the workflow how do I select the contract and Invoice for that particular invoice I have the template of that Invoice in my CRM. How do I dynamically populate the template and is there any way I can create a PDF of invoice and contract in CRM?

Thanks in advance for your response.

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TomSmelser 1,570 on 17 Feb 2018 at 18:49:09

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RE: How to Attach an Invoice and Contract while sending email to the client through workflow?

Hi Rajeev,

Here is sample for auto-populating a template from a workflow.

community.dynamics.com/.../how-to-auto-generate-word-templates-using-a-simple-workflow-and-oob-action-in-crm-2016-no-code

Not certain about a pdf but likely would involve 3rd party library and a custom workflow activity.

Good luck.