As many know, SRS is the reporting tool for MS CRM. I have one suggestion for them. Have a way to auto-attach a report to an entity if the entity is activated.
Here is an example:
If you do not want to use the mail merge for MS Word on the quote entity, SRS is your way to go. I would like to make CRM run the report. Then export it to a pdf and finally attach it to that revision of the quote. I know I can have it run the report, but have not found a way to covert it to a pdf and then attach it to the quote. I will update this post with the code to run the report for those who want it to be auto generated.
My last 2 cents for the night.
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Thanks!
Grt Steven