Workflow....trying to get my head around how to do particular workflow...
Question
Answers
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Hello, Rossco.
To create this functionality you can use following steps:
1. Create report which will generate certificate based on current trainee.
2. Publish this report in CRM with Publish for external use option.
3. Create custom workflow action which will render this report using Reporting Services WebService, export it to Excel, pdf or word and then you can choose what to do - send it using email, save to some shared folder or some other store.
As a sample you can check my article - http://a33ik.blogspot.com/2009/08/custom-workflow-action-which-renders.html
Microsoft CRM Freelancer
My blog (english)
Мой блог (русскоязычный)- Proposed as answer by Jeff Loucks Friday, October 8, 2010 12:45 AM
- Marked as answer by Donna EdwardsMVP Thursday, October 14, 2010 2:16 PM
All replies
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Hello, Rossco.
To create this functionality you can use following steps:
1. Create report which will generate certificate based on current trainee.
2. Publish this report in CRM with Publish for external use option.
3. Create custom workflow action which will render this report using Reporting Services WebService, export it to Excel, pdf or word and then you can choose what to do - send it using email, save to some shared folder or some other store.
As a sample you can check my article - http://a33ik.blogspot.com/2009/08/custom-workflow-action-which-renders.html
Microsoft CRM Freelancer
My blog (english)
Мой блог (русскоязычный)- Proposed as answer by Jeff Loucks Friday, October 8, 2010 12:45 AM
- Marked as answer by Donna EdwardsMVP Thursday, October 14, 2010 2:16 PM
-
Hello, Rossco.
To create this functionality you can use following steps:
1. Create report which will generate certificate based on current trainee.
2. Publish this report in CRM with Publish for external use option.
3. Create custom workflow action which will render this report using Reporting Services WebService, export it to Excel, pdf or word and then you can choose what to do - send it using email, save to some shared folder or some other store.
As a sample you can check my article - http://a33ik.blogspot.com/2009/08/custom-workflow-action-which-renders.html
Microsoft CRM Freelancer
My blog (english)
Мой блог (русскоязычный)Hi Andriy,
thanks for this....but I may need some more help on this as my knowledge of the reports is limited....does the reporting effectively work like an advanced find?
Cheers and regards Rossco- Edited by GrenadaV Sunday, October 10, 2010 9:58 PM typo
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Hi, Rossco.
Reporting Services are different and it is not similar to Advanced find.
Microsoft CRM Freelancer
My blog (english)
Мой блог (русскоязычный)
