Daily Archives: April 23, 2015

E-Mailing Line Item Details

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It’s great how everything in CRM uses the XRM object model – it’s so easy to link entities.

But sometimes it can be annoying. Like, what if I want to e-mail a Quote to a customer, or to an internal customer service person who may not be a CRM user? I can’t just drop the line items into an workflow email since it’s a 1:N.

I created a custom workflow activity that does just this. It takes a sales entity’s line items (Opportunity Product, Quote Detail, Order Detail, or Invoice Detail) and assembles it into a string that you can drop into an email. It’s configurable on how it handles bundles and with currency symbols.

Check it out on Codeplex!

Codeplex Project