Hello,
I'm having a bit of trouble deciding how to go about creating a recurring invoice based on contract in dynamics crm 2011.
I have created a workflow that creates invoice with most of the required information extracted from the contracts entity but workflows do not allow me to update the records for invoice products. Can anyone maybe point me in way to do this maybe with plugins.
I Was also considering modifying the order entity to include start, end and billing frequency so then the orders entity could be used instead of contracts. I hoping that I could use the existing convert order to invoice function that's built into CRM from
within a workflow and make this process repeat, i just need to know how to access that function from a small plugin inside a workflow.
If anyone has any ideas how to go about tackling this issue id be very grateful!
Cheers Harri