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Create Word Template on CRM 2013 on-premise

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Dear CRMers,

I would like to create word template through work flow, unfortunately "Perform Action" isn't appear as a step.

Is there any other way to create word template about the related record and attach it on the current record ?

Thanks,

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Community Member on at

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RE: Create Word Template on CRM 2013 on-premise

Hi!

Try to use this article:
https://community.dynamics.com/crm/b/debajitcrm/archive/2016/06/15/workaround-setting-word-templates-using-workflow-not-working-for-custom-entity-in-dynamics-crm-2016-check-this-out

Hope it helps

Please mark it As Answered or Verified if it did help you.

Thanks

Vlad
dynamicalabs.com

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Community Member on at

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RE: Create Word Template on CRM 2013 on-premise

Thanks vladimir for your replay,

But in crm 2013 does not appear "Document Template" entity at all and "Perform Action" step does not exist.

Regards.

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Alex Fun Wei Jie 33,626 on at

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RE: Create Word Template on CRM 2013 on-premise

Hi,

document generation only available start from CRM 2016.

community.dynamics.com/.../document-generation-in-dynamics-crm-2016

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Community Member on at

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RE: Create Word Template on CRM 2013 on-premise

Thanks Wei Jie Fun for your replay, Do you have any thoughts about how to generate a record into a document and attached it to the note of the same record ?

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Rajkumar Rajaraman on at

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RE: Create Word Template on CRM 2013 on-premise

Refer this article:

www.cloudfronts.com/crm-tip-automatically-creating-document-word-template-attaching-record

Hope this helps

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Alex Fun Wei Jie 33,626 on at

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RE: Create Word Template on CRM 2013 on-premise

Hi,

Perhaps you can spend some time to read the below posts.

Generate Word document using c# ( Not word template)

http://nandanblog21.blogspot.my/2012/12/plugin-to-generate-word-documetn-using.html

how to upload an attachment

https://msdn.microsoft.com/en-us/library/gg328429.aspx

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