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.
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.
Principal Consultant
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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).
President
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Where would I start to write the code for this. Doc core is far too expensive.
President
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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?
Principal Consultant
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Experts Exchange has consultants who might be able to help, try this link https://www.experts-exchange.com/live/
Hi Shaun,
Please feel free to get in touch with me. I can help you with this requirement.
Regards,
Chinmay.
Please feel free to get in touch with me. I can help you with this requirement.
Regards,
Chinmay.
President
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I appreciate the reply. I'll see if I can get a subscription here to communicate further with you directly. Thanks!