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Customer experience | Sales, Customer Insights,...
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How i can call word template from popup window

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Hello,

On button click, I load the Popup window. Into Popup window, I load word template name. When I will select any word template name on Ok button click I want to call word template.

How can I achieve that?

Regards

Atiour

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  • Verified answer
    LeoAlt Profile Picture
    16,331 Moderator on at

    Hi Partner,

    It needs a hard work, you should create a custom ribbon first by ribbon workbench, and then use it to open a custom html page, you should write a html page to list all the word templates by web api.

    Then upload the html into D365 as web resource and then you could trigger it in ribbon workbench.

    And then you should use web api to open/download the word template you selected in the list.

    stackoverflow.com/.../dynamics-crm-365-downloading-a-word-document-template-via-a-button-on-the-ribb

    https://www.develop1.net/public/rwb/ribbonworkbench.aspx

    Best Regards,

    Leo

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