A very common requirement when using Dynamics 365 CRM has been to generate invoice through a workflow and send it to Customer automatically via email.
We are happy to let you know that this use-case is now supported in Dynamics 365 CRM using @ZapObjects SSRS Report Scheduler App.
Lets first look in to the final outcome of this use-case which is the email sent to Customer (with pdf copy of the invoice) and then understand the essential elements of this solution.
Below shows screenshot of Sample Email sent to Customer with Invoice PDF:
The Various elements of this solution are:
- SSRS Report – Create the Invoice Report which could be used for generating the Invoice PDF document. This would be an SSRS report which is having your company logo and format similar to your actual invoice.
- Zap SSRS Report Scheduler App – The App allows scheduling of Dynamics 365 CRM Reports which are received in email.
Recently we have added the Workflow capability too. Using this feature, report can be generated through Workflow which can be:
– Sent in email with report (pdf/word/excel/csv) as attachment
– Saved to Notes
– Saved to SharePoint
- Building the Workflow –
Create New Workflow: Select entity as “Invoice” and trigger points as needed. Now add the workflow step: “Zap.Apps.ReportScheduler => Workflow.Helper”. Here select the Zap RS WF Configuration record.
For more details, regarding how to configure the Workflow: refer our Knowledge Base.
For more information regarding Zap SSRS Report Scheduler App or to take trial, refer: https://zapobjects.com/apps/zap-ssrs-report-scheduler/
Email firstname.lastname@example.org if you have any questions.