Does anyone know if it is possible set up a Dialog in Microsoft Dynamics CRM 2011 Online that will run a report on a specific record after its creation and then attach that report to an outgoing email.
I have two out of three portions of this process figured out. I can create the report and then have the same dialog email out information from it, but having it take the extra step of adding a report is a bit more of a challenge.
I’m considering writing a custom workflow/dialog, but before I start I wanted to ask.
Is this possible?
It is not possible to write a custom workflow activity in CRM Online, this is only possible for on-premise deployments.