Workflow letter generation, templates and bulk printing job assistance.
I'm setting up a project on MS Dynamics CRM 9 online to make it easier than running and storing advanced searches and doing mail merges (then running a workflow).
I need to periodically, automatically or triggered manually, run a bulk merge of letters that should be generated and attached to each entity record upon creation. I'm stuck 1) creating letters and attaching them to the entity records 2) generating a bulk mail merge from those letters.
I've got CRM templates ready to go so I believe I'm prepared to link everything together.
I'm a basic to moderate level user and I haven't done any development in CRM so I'm not sure where to go next.
Microsoft Dynamics* Dynamics CRM
Last Comment
Chinmay Patel
8/22/2022 - Mon
Feridun Kadir
I think you will need to either program this automated behaviour (writing code) or use a third-party add-on such as Documents Core Pack from mscrmaddons (there are others as well).
Shaun Rieman
ASKER
Where would I start to write the code for this. Doc core is far too expensive.
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Not exactly the question you had in mind?
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Yeah, I know. If I were to find someone to hire for this, where would I start? Are there any good places online (or somewhere on this site) that I can work with someone directly on a project like this?
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