Scribe automation job to retrieving the data as excel attachment from Microsoft dynamics crm 2011 and send to customer

136 views Asked by At

I need to run a automation job daily from scribe.

Retrieving the data from CRM as excel sheet and give the numbering to record of the excel.

The record numbers start from 1 – this will need to start each day, after the previous day.

For Example:

Day 1 – 1 ,2 ,3, 4, 5

Day 2 – 6, 7 8

Day 3 – 8, 9 .10 send it to the customer and then auto update the "status" of the records in CRM.

Any suggestions would be appreciated.

1

There are 1 answers

0
Bactos On

Here is something to help you get started: Using Excel