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我正在开发 Microsoft Dynamics CRM 2011。我已经掌握了大部分基础知识，但是可以通过一些反馈/建议来处理报价方面的事情。

我制作了一份自定义报价报告，以确保我们的组织品牌和产品详细信息格式正确，但目前通过电子邮件发送报价的流程是；

  1. 创造机会并将产品转化为报价。
  2. 运行报价报告（PDF 格式）。
  3. 将 PDF 附加到电子邮件中。
  4. 在电子邮件中输入客户的电子邮件地址并将其设置为机会。

理想情况下，我希望在生成报价时可以将其附加到带有客户电子邮件地址的电子邮件中，并将其视为机会。

关于我将如何做到这一点的任何建议，或者至少是其中的一部分？

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The long and short of it is unfortunately not all of this is possible without some coding to help it along. The problem you're going to hit is the automatic report generation. What you're looking at here is a workflow with some custom workflow activity (c# code) to help it along. I haven't ever needed to do this, but this is an idea of what you need to do:

  1. Create a new Workflow Process based on a Quote
  2. Set it as an on demand process
  3. The Workflow will create a new email based on the quote details
  4. Launch and attach the report to the email and send it

Point 4 needs to execute as a custom workflow activity (some C# code) that knows what report to run (or is told what report to run) and how to attach it to the email. And it then can send the email for you.

Now, that's all fine if you're working with CRM on-premise, but I have as of yet to see if custom workflow activities are support in CrmOnline. If not you'll need to use a custom entity and some plugins to work around this instead.

So, it's possible, but not without some development to help it along. You need to take a look at workflows to see how much they can help you though.

于 2013-01-29T21:42:49.857 回答