With Dynamics PDF-Docs CRM add on (download trial – click here) users can create a CRM Workflow to PDF CRM 2016 Word Template as an attachment to an Email.
The Workflow has 3 steps:
Step 1: Create email and enter the From, To, Subject and body of Email.
Step 2: there is a new workflow step available in CRM 2016 called “Perform Action”. Select Entity as None (Global). In set properties select the Template to be used while the Target field is the Entity for the selected template.
Step 3: select Dynamics PDF>Add Word Template. In this view select again the Word Template. Select if the attachment is Word or PDF file, and using the lookup field, point to the Email created in step 1 above.
Note: This workflow example is included in Dynamics PDF-Docs solution and can be downloaded here.
Images for each of the above workflow steps:
by Dynamics Objects
..
The post CRM 2016 “Word Templates” > Email as PDF Attachment with Workflow appeared first on CRM Software Blog.