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dynamics-crm-2016

How to Print Letters Out of CRM

I have a client that frequently response with "snail mail" for Cases. They want to be able to select a response letter type (they have around 50+ standard letter types they choose from) on the Case, and then at their leisure, go and print off the mailing labels, letters, and a pick list (like an actual pick list, not a CRM PickList/OptionSet) that matches the letter to the mailing label, and anything else they need to send to the customer (coupon, rebate, etc.).

Whats the best way to handle this with minimal code?

Solution

  • If they have the budget I would say buy a product specifically for this purpose. Your client will gain a significant feature set for their investment. For example; DCP or XperiDo.