Creating a .pdf file RRS feed

  • Question

  • I need some pointers on how to accomplish this step via workflow.
    I need to extract data from a custom entity record, create a .pdf file from it and send the .pdf file as attachment to the email address for that record.
    Any ideas on how to accomplish this via workflow. (Firing the workflow would be easy, based on a field being updated)
    Any internet resources I could use as example.
    This is for CRM 3.0

    Saturday, April 4, 2009 5:08 PM


All replies

  • Rather than 3.0 workflow - you would need to look into writing a call-out that could accomplish this based on the change of your field.  (3.0 workflow isn't able to handle all the actions you're needing.)

    The CRM 3.0 SDK is available online http://technet.microsoft.com/en-us/library/aa682866.aspx - and there are examples of custom callouts executing tasks as a result of changes to a field in CRM. - you could also look at http://folio.crowehorwath.com/files/PDF/PERF7708_CRM3_Workflow.pdf for an example of CRM calling Windows Workflow Foundation Server (not the same as 3.0 workflow, but similar with many more choices.)
    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Saturday, April 4, 2009 5:21 PM
  • I need to be able to do this also (but in CRM 4.0), but I'm afraid writing code is not my thing...

    I had had discussions with a developer and they tell me that it will take five days at £850 per day? Does this sound reasonable?
    Monday, April 6, 2009 7:11 PM
  • With any bid/project - work with someone you know and trust. - That's by far, the most important factor.

    If the bid is from a developer you do not have a track record with, I would encourage you to seek out competive bids with others that have solid experience with CRM 4.0 development - there are some outstanding teams in the UK, contact your Microsoft rep for some recommendations or referrals.

    And ultimately, the more tightly defined you can scope the project, the less risk there is to both you and the development team.

    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell

    Monday, April 6, 2009 7:23 PM
  • We are actually using 4.0 as our first solution (I jumped in on a 3.0 thread)...

    Our supplier seems reliable and trustworthy, but as we have no history with them it is hard to judge. We are hosted, so simply made the request of the hosting company. Just wanted to get an idea of how complex the task we were asking them to complete was really.
    Monday, April 6, 2009 7:33 PM