Hi all,
We would like to provide our customers with information about opportunities once a month. We are currently looking at our options and any suggestions would be much appreciated. Providing our customers with information could be through email, a customers portal, SharePoint, Microsoft Flow, Power BI etc..
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Hi,
as I see it you will need a lot of coding.
1. you will need to create a C# code function wich is triggering the creation of the report and save it somewhere in CRM
2. you will create in CRM a custom action calling the above function
3. register a schedule task which runs this custom action
4. I am not sure if it possible OOTB but maybe you can in the schedule task create an Email with the report else you will need to create another C# function, creating the email and attaching the result of the 1st function.
5. you will create in CRM a custom action calling the 2nd function
6. call this custom action in a 2nd step of your schedule task.
I hope I have been enough clear.
Thanks for your reply!
Could you explain me briefly how to create a workflow that generates a report every month, attaches it to Email and send it.
Hi,
it depends on the requirement of your customer.
1. Sharepoint -> means you will need to generate a report every month and save it on sharepoint (can be done with a workflow and an integration)
2. Email ->means you will need to generate a report every month, attach it to an Email and send it (can be done with a workflow)
3. PowerBI, the customer as like acces to all your datas (he can drill down every reports)
4. customer portal would be like a sharepoint repository.
What I would suggest you is to create a decision matrix with your requirements on you side and on the other side the tools that you could implement. Then use a 3 colors (green, orange, red) meaning OOTB, Need custom coding and impossible.
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