Uploading a custom excel template

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Posted on by Community Member

Hello All,

We have a requirement to export the data in form fields to a custom excel sheet and send a mail with exported excel sheet attached to it. We are using Dynamics CRM 2016 Online version & we are able to export the form data in plugin code using C#.

But the problem is that, I am building entire body of the excel sheet in C# code itself ( which is inefficient ) rather than using the template of the excel sheet. Is there a way to store this template somehow on the CRM instance.

Note : I have already looked at the option of out of box option of Excel templates, which is used for exporting list of records. It doesn't solve this issue & also I cant upload my custom excel template to the CRM.

Any suggestions would be much appreciated.

Thanks,

Pradeep

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