Hi,
Does anyone know if I could create a report of all OPEN tasks(in one email) that can be emailed to only those users individually? Is there a way to do this via workflows? Any feedback would be much appreciated!
Thanks so much!
Dan
Hi there, there are a few options:
http://mscrmmindfire.wordpress.com/2013/11/20/custom-workflow-to-send-email-with-pdf-formatted-report-as-attachment/
and
http://www.powerobjects.com/blog/2010/04/20/send-report-pdf-via-workflows/
Ibrahim Sukari, Technical Consultant | SharePoint | Dynamics CRM | LinkedIn Profile