Dynamics CRM Online - workflow to send quote,order and attachments via email
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Director Solutions Delivery | Gold Partner Microsoft Dynamics 365 CRM|Digital Marketing | Website Dev
Bhopal
34177983115295150589459690133727612897840115293212288821294087
Description
Experience Level: Intermediate
General information for the business: IT Support
Description of requirements/functionality: System: Dynamics CRM Online
On demand workflow required to send PDF of quote and/or order with any documents attached to specific email. This would be implemented as a button in the ribbon if possible.
Example of procedure:
1) Quote is created and 2 photos are uploaded via documents (sharepoint integration)
2) quote is converted to order
3) once order is complete, user clicks a button which then sends a pdf copy of quote, order and the 2 photos to a specific user as attachments in email.
Please note that we already have a PDF generator plugin so no need to create pdf generation part.
We will also like a guide to know how to change the specific user the email is sent to.
Extra notes: syste
Description of requirements/functionality: System: Dynamics CRM Online
On demand workflow required to send PDF of quote and/or order with any documents attached to specific email. This would be implemented as a button in the ribbon if possible.
Example of procedure:
1) Quote is created and 2 photos are uploaded via documents (sharepoint integration)
2) quote is converted to order
3) once order is complete, user clicks a button which then sends a pdf copy of quote, order and the 2 photos to a specific user as attachments in email.
Please note that we already have a PDF generator plugin so no need to create pdf generation part.
We will also like a guide to know how to change the specific user the email is sent to.
Extra notes: syste
Michael T.
97% (7)Projects Completed
8
Freelancers worked with
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Projects awarded
73%
Last project
6 Nov 2017
United Kingdom
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invoiceongo.com is this you want !if yes let discus it further
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Can we discuss on this michael? I am online now.
4030839971
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