Merge Note Attachments and produce one PDF

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Posted on by SCV

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Hi Guys,

Is there a way to merge note attachments from a record and produce one singe PDF file on click of ribbon button? I am using CRM online v9.0.

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Igor Shvets 65 User Group Leader on at

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Hi,

Not 100% exactly what you are looking for but will give you an idea.

dyncrmexp.wordpress.com/.../convert-word-to-pdf-in-dynamics-365-ce-online-with-flow-part-1

https://dyncrmexp.wordpress.com/2018/03/02/convert-word-to-pdf-in-dynamics-365-ce-online-with-flow-part-2/

dyncrmexp.wordpress.com/.../convert-word-to-pdf-in-dynamics-365-ce-online-with-flow-part-3

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RaviKashyap 55,410 Moderator on at

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Hi Sachith,

There is no out of box configuration to achieve this requirement. And to be honest it doesn't look like a valid requirement cause in the attachment you could have different types of files i.e. images, docs, excel, ppt, pdf etc how do you merge the content of these files in a single pdf?

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I would suggest to discuss this with your client and try to convince to more realistic requirement.

Hope this helps

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Adrian Begovich 1,027 Moderator on at

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Hi Sachith Vidanage,

This article discusses exporting notes from CRM into text files. One you export the text files you can use a tool such as Soda PDF to merge your text files into one PDF. Condensing this process into one action that starts when clicking a ribbon button will be tricky, but you can customise the Ribbon with the RibbonWorkbench.

The general process is as follows, but will require a lot of custom development.

Create a button that triggers a process to export notes into a PDF file. This might involve creating a JavaScript file, or a custom action to call a Plugin and kick off the main process.

Create the process that exports notes into a PDF file. You can use the article I posted as a base to expand upon.

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Soma Shekar 461 on at

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HI Sachith,

See the below links,

www.dynamicsobjects.com/.../How-to-merge-CRM-Word-Templates-from-two-related-entities

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