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Multiple opportunities to be sent to contact via CRM RRS feed

  • Question

  • We need to select multiple opportunities from "Activie Opportunities view"  and generate a pdf report with (selected opportunites and related contact and account )from opportunities view and email that report to a crm contact email address.  We should be able to select first contact via input of email address /lastname/fullname.

    More detail:. We are trying to supply set of opportuniteis guid and contact guid and email should send pdf report about opprotunities to that contact selected via user.

    Friday, July 18, 2014 8:52 PM

All replies

  • Hey,

    What do you want to see in your report ? The list of the selected opportunities with some informations about the account and contact ?

    Have you tried to create a standard report in the CRM ?

    Regards,

    Ju_li3n


    Blog: crmandme.blogspot.com Twitter: https://twitter.com/Ju_li3n "Working hard for something we don't care is called STRESS. Working hard for something we love is called PASSION"

    Thursday, July 24, 2014 2:16 PM