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When I create a letter using an existing Word template on a Case or a Contact, the letter has to be manually uploaded to the SharePoint 'location' configured for the D365 instance. That means I have to save it and then upload it. Is there a setting or config or process that can do this?
SharePoint is configured as the storage for all documents.
I solved this by including the sharepoint document location path as a hidden value in the template. Same method as adding any merge field but I hid it. Then I created word macro which simply saved to shared and uses this hidden value. So by pressing a button in word it directly saves to correct document folder in sharepoint.
If you find this as a good solution I’m sure I can locate code and more information.
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