Category: Ultimate Workflow Toolkit

Blog, CRM Extensions, Ultimate Workflow Toolkit

UWT: Email Invoice in PDF format

It became a typical scenario – Email Quote or Invoice to customer in PDF format. When you’re on premise – it’s not a big problem – develop report, publish it to CRM, publish it to Reporting Services and use Reporting Services to render report in PDF format. But what to do when you’re online? One …

Blog, Tools, Ultimate Workflow Toolkit

UWT: Cloning record with related records with no code

After I wrote previous post regarding copying of N-N related records I got reasonable question – why have I used Action in this scenario if it is possible to implement it without it using just “Distribute Workflow” step and On-Demand workflow. I agreed that this is possible. So here is other scenario that can’t be …