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How do I generate a letter in CE

Posted on by 75

Hi there, 

I am new to dynamics CE and I have a request that after 60 days from a given date tied to the account entity in CE, a letter must be generated and sent to Azure blob storage. I am at a total loss of where to start this process. Can I convert a note into a PDF? This letter in blob storage will later need to be printed.

Thank you for any insight it is much appreciated!!

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: How do I generate a letter in CE

    Hi,

    You can use microsoft flow to achieve your requirement. We have multiple connectors available in Flow which will help you to generate PDF and upload it to blob.

    If found helpful, Please mark my answer verified.

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