MS DYN CRM: Auto Send Order/Invoice to Client
Posted on 2010-08-17
I'm looking for a way in which. upon entering in a quote/order/invoice, the donor automatically gets an emailed copy (like a receipt). I've looked at workflows, but the problem is that I would also like to display the line items - similar to what you would get if you were to run a report (such as the Invoice report). The only thing I've been able to do so far is to create a workflow that emails very general information to the donor (such as the total order, etc).
We're using this in our non-profit and would like a way to send (automatically) donation receipts that include the details of each "product" ordered. For example, in addition to accepting cash donations, we also accept what's called In-Kind Donations, which basically are either time/services or products. For these types of donations, we want to list out each item/service that was donated on the receipt that will be sent to the donor.
I can run a report manually then create a PDF file, and then once again manually email the PDF file to the donor - but I am looking for something to automate this. Also, PDFs are fine, but we'd really like to include this directly into the body of the email.
Any help would be appreciated - even if its just pointing me in the right direction...