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Automation of Saved Views... RRS feed

  • Question

  • Hi All,

    I am using CRM 3.0, and would like to get done automation of  following business logic.

    In 'Advanced Find' if I create new view and save it. this result should be exported to

    Excel file and then to email it to group of users on 15th of every calander month.

    All this without any user click...Is it possible ??

    Thanks in advance...

     

    • Edited by him912 Monday, July 13, 2009 1:58 AM
    Monday, July 13, 2009 1:57 AM

Answers

All replies

  • Possibly through a scheduled report in SRS but not through CRM 'out of the box'

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/
    • Proposed as answer by Leon TribeMVP Monday, July 13, 2009 5:14 AM
    Monday, July 13, 2009 5:14 AM
  • Hi,

    One option could be to write a callout against the create event of userquery class !!


    Regards,
    Nishant Rana
    http://nishantrana.wordpress.com
    • Marked as answer by him912 Tuesday, July 14, 2009 5:36 AM
    Monday, July 13, 2009 7:16 AM
  • Thanks Nishant...

    Just eager to know if one can also export the saved view result in to Excel spread sheet
    automatically while using this create event for userquery class...

    Do you have any sample code or link ?

    Thanks for prompt reply...
    Tuesday, July 14, 2009 5:39 AM