Hi all - is there nayway to do his?
I would like to be able to run a workflow rule and then call out to a custom
assembly and from that assembly (depending on certain characteristics of the
case) I would like to be able to genertae a report.

I have no idea of how or if I can do this. ANy pointers would be gratefully
received.

Thanks
Saira

Saira,

What do you mean exactly with "generating a report"? Is it a SSRS report
that you want to display to a user or are you referring to something else?
Workflows are server-side and cannot present anything to the user.

--
Michael Höhne, Microsoft Dynamics CRM MVP

CRM Blog: http://www.stunnware.com/?area=blog

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"Saira" <saira@5d.com> schrieb im Newsbeitrag
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Michael
Thanks for responding

I need to run a batch process overnight that generates reports/letters about
a case based upon them meeting certain criteria. I would like to save them
in a certain folder and then create a letter activity for each one and
attach the file to the activity. That way in the morning hte user can come
in and reaslie that they need to send these letters out.

I was assumin that the best (and possibly the only) way of doint his was via
..net and I would run the assembly via a timer in the workflow manager.

Do you have thoughts on this (either how to or if you think there is a
better way to achieve this)

Thanks
Saira

"Michael Höhne" <michael.hoehne@nospam.nospam> wrote in message
news:utk1f8StIHA.4952@TK2MSFTNGP05.phx.gbl...

Hi Saira,

I recommend a Windows service instead. It's a bit more overhead, but there
are samples in the internet showing how to do create a basic Windows service
in .NET, so all you need to concentrate on is the CRM application. After
finishing development, all you need to do is installing it on a machine and
configuring the service credentials correctly (must be the logon of a valid
CRM user).

--
Michael Höhne, Microsoft Dynamics CRM MVP

CRM Blog: http://www.stunnware.com/?area=blog

----------------------------------------------------------

"Saira" <saira@5d.com> schrieb im Newsbeitrag
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Thanks Michael
The users want to fire off the routnine manually as it has other
dependencies (so I will probably not do a timed workflow in the end after
all), but this probably means I will also not do a WIndows service. What I
am after is actually a good resource on the reporting services side of this.
I don't suppose you have a link do you?

Thanks


"Michael Höhne" <michael.hoehne@nospam.nospam> wrote in message
news:%230rZ6ygtIHA.4772@TK2MSFTNGP03.phx.gbl...

I'm not a reporting service guy at all, but there are a lot of resources in
the internet and even the CRM SDK (plus several books I guess).

--
Michael Höhne, Microsoft Dynamics CRM MVP

CRM Blog: http://www.stunnware.com/?area=blog

----------------------------------------------------------

"Saira" <saira@5d.com> schrieb im Newsbeitrag
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