Sending quote information as email automatically

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  Are you looking to attach quote details in email ?? if yes you can write code to run quote report and add it as attachment.

  Check below links

  http://akilanaki.blogspot.in/2012/11/crm-2011-sample-code-to-convert-render.html

  http://ankit.inkeysolutions.com/2012/11/dynamics-crm-2011-creating-e-mail.html

  https://community.dynamics.com/crm/b/hardworkdays/archive/2009/08/04/custom-workflow-action-which-renders-and-sends-a-report-for-microsoft-dynamics-crm-4-0-with-email.aspx

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  • Proposed as answer by JLattimerMVP, Moderator Tuesday, December 3, 2013 2:03 PM

  Friday, November 29, 2013 9:53 AM

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  Hi Mahender,

     sorry for the late reply, is there any way to achieve this without code. because i don't know any programming. and if the crm upgrades this code may break in future.

  Thanks & Regards,

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  Nagaraj

  Tuesday, December 3, 2013 9:57 AM
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  There is no standard feature to send a quote automatically by email, so you'll either need to develop a solution yourself, hire a developer to help you, or buy an add-on that meets your requirements.

  Here are a couple of add-ons that might help:

  1. http://www.xpertdoc.com/en/solutions/microsoft-dynamics-crm
  2. http://downloads.mycrmgroup.com/ePDF.aspx
  3. http://www.mscrm-addons.com/Products/MSCRM20112013/DocumentsCorePack.aspx

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  Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

  • Proposed as answer by Neil BensonMVP, Moderator Tuesday, December 3, 2013 6:43 PM

  Tuesday, December 3, 2013 6:43 PM

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