Tuesday, January 22, 2008

Auto converting MS CRM data into PDF files

Last week, I have a prospect who is interested to implement MS CRM project for his company. The issue that he is very concerned is how to integrate customer data into MS CRM and also allow sales people (end-users) can also convert that data into varied pdf files reports.

As we know MS CRM report has feature to export reports into pdf format. But this is not enough to support this requirement because it can't convert automatically into pdf format. So the way we approach for this issue is:-

1. create a new web application for users to key in customer data
2. once user save that data, then it need to call callout custom to update data in MS CRM system also.
3. create a filter form for allowing users to select what report they want to convert into pdf.
4. This filter form will allow for choosing multi form at the same time.
5. When users click convert, then back-end will go to take those data and do processing convert into pdf format. And save them into local or server computer.
6. If sales user want to send those pdf file to client by email for fax, they can use feature "attachment" which comes with MS CRM. So every file is sent out, it will be tracked.

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