Hi there
I have been asked by my boss to find a way of generating a xml file of a entity, with the details filled in. The one we plan to use is quote, project and account.
The xml file hopefully will have the quote details in, which will save in a certain location so a piece of quoting software (Klaes, if anyone has heard of it) will pick this up and generate a form for users to start quoting. Future development plans will be the quoting software will then populate the required details within CRM.
Does anyone know how i would do this, I keep thinking javascript, but in CRM i've only created simple text files with predfined text in.
I'm more than happy to try some other way, with a bit of guidance.
Many Thanks