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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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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.
*This post is locked for comments
HI Sachith,
See the below links,
www.dynamicsobjects.com/.../How-to-merge-CRM-Word-Templates-from-two-related-entities
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.
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
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
dyncrmexp.wordpress.com/.../convert-word-to-pdf-in-dynamics-365-ce-online-with-flow-part-3
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