Hello,
I would like to automate the sending of a quote report from CRM to the customer.
In Dynamics CRM, we run the order report then we save it to the computer. In outlook, we create a new email and then we attach the order.
We would like a button, plugin, dialog, workflow or something else to send an email to the customer with the report in attachement.
Is it possible ? If yes how can i do it ?
Thank you.