Workflow letter generation, templates and bulk printing job assistance.

Shaun Rieman
Shaun Rieman used Ask the Experts™
on
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.
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Feridun KadirPrincipal Consultant

Commented:
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 RiemanPresident

Author

Commented:
Where would I start to write the code for this.  Doc core is far too expensive.
Principal Consultant
Commented:
That is a very big question !  You will need to use Visual Studio with C#. I suggest you start here, https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/developer-guide

For manually creating Word documents, have a look at this article: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/using-word-templates-dynamics-365
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Shaun RiemanPresident

Author

Commented:
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?
Feridun KadirPrincipal Consultant

Commented:
Experts Exchange has consultants who might be able to help, try this link https://www.experts-exchange.com/live/
Chinmay PatelChief Technology Ninja
Distinguished Expert 2018

Commented:
Hi Shaun,

Please feel free to get in touch with me. I can help you with this requirement.

Regards,
Chinmay.
Shaun RiemanPresident

Author

Commented:
I appreciate the reply.  I'll see if I can get a subscription here to communicate further with you directly.  Thanks!
Chinmay PatelChief Technology Ninja
Distinguished Expert 2018

Commented:
Hi Shaun,

I have sent a DM to you.

Regards,
Chinmay.

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