Is it possible to create report ( i mean letters ) in dynamic CRM and run it automatically based on the required frequency( daily two times etc..).
Here is the sample letter. I want to do this in dynamic CRM. Letter should be placed on "network shared folder" so that it will be picked up for printing.
[logo goes here]
123 Any St.
AnyCity, CA 93410
Dear [name from database],
Some boidfgdfgfglerplate text goes here. Your Account [account number from database] is past due.
[scanned signature goes here]
Is it possible to achieve this using "Dynamic CRM mail merge feature". i am using Dynamic crm 4.0.
i know in SSRS there is subscription feature 'file share delivery' option. But how to achieve this in Dynamic CRM. Also for some type of letters i should generate as "pdf" and some as ".word" and place them on network shared folder for printing.
Please let me know.