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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Read Mail Merge Templa...
Microsoft Dynamics CRM (Archived)

Read Mail Merge Template Record Programmatically

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Posted on by MittalPatel

Hello,


I am using CRM 2013 on-premise and developing mail merge functionality programmatically in C# to get Merged document.

I have uploaded Mail merge templates to CRM entity --> Mail Merge Templates (in XML format)

Now, I want to read that template in code.


I retrieve Mail Merge Template entity record using Service.Retrieve method.

But, now I am not sure which attribute I should use to read the actual document in Stream.

Any idea on this ?

Thank you,

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  • Community Member Profile Picture
    Community Member on at
    RE: Read Mail Merge Template Record Programmatically

    Hi,

    I have same scenarios, how can add/merge my all the records and generate document/attach document/download document.

  • MittalPatel Profile Picture
    MittalPatel on at
    RE: Read Mail Merge Template Record Programmatically

    Hello Peria,

    Thank you for your response.

    Yes, I have implemented and converted it to String xml using below code.

     
                        byte[] binary = Convert.FromBase64String(template.Attributes["body"].ToString());
                        string bodyContent = UnicodeEncoding.UTF8.GetString(binary);


     I am getting below in the bodycontent. I suppose it is XML in string.

    <?xml version="1.0" encoding="UTF-8" standalone="yes"?>
    <?mso-application progid="Word.Document"?>
    <w:wordDocument xmlns:w="schemas.microsoft.com/.../wordml"
            xmlns:v="urn:schemas-microsoft-com:vml"
            xmlns:w10="urn:schemas-microsoft-com:office:word"
            xmlns:sl="schemas.microsoft.com/.../core"
            xmlns:aml="schemas.microsoft.com/.../core"
            xmlns:wx="schemas.microsoft.com/.../auxHint"
            xmlns:o="urn:schemas-microsoft-com:office:office"
            xmlns:dt="uuid:C2F41010-65B3-11d1-A29F-00AA00C14882"
            xmlns:wsp="schemas.microsoft.com/.../sp2"
            w:macrosPresent="no" w:embeddedObjPresent="no" w:ocxPresent="no" xml:space="preserve">
     <w:ignoreElements w:val="schemas.microsoft.com/.../sp2"/>
     <o:DocumentProperties>
       <o:Title>Follow-up to Our Meeting</o:Title><o:Author>Microsoft Corporation</o:Author><o:LastAuthor>ASI User</o:LastAuthor><o:Revision>2</o:Revision><o:TotalTime>0</o:TotalTime><o:Created>2007-08-10T16:40:00Z</o:Created><o:LastSaved>2007-08-10T16:40:00Z</o:LastSaved><o:Pages>1</o:Pages><o:Words>178</o:Words><o:Characters>1019</o:Characters><o:Company>Microsoft Corporation</o:Company><o:Lines>8</o:Lines><o:Paragraphs>2</o:Paragraphs><o:CharactersWithSpaces>1195</o:CharactersWithSpaces><o:Version>11.8134</o:Version>
     </o:DocumentProperties>
     <w:fonts>
       <w:defaultFonts w:ascii="Times New Roman" w:fareast="SimSun" w:h-ansi="Times New Roman" w:cs="Times New Roman"/>
      <w:font w:name="SimSun"><w:altName w:val="宋体"/><w:panose-1 w:val="02010600030101010101"/><w:charset w:val="86"/><w:family w:val="Auto"/><w:pitch w:val="variable"/><w:sig w:usb-0="00000003" w:usb-1="080E0000" w:usb-2="00000010" w:usb-3="00000000" w:csb-0="00040001" w:csb-1="00000000"/></w:font><w:font w:name="@SimSun"><w:panose-1 w:val="02010600030101010101"/><w:charset w:val="86"/><w:family w:val="Auto"/><w:pitch w:val="variable"/><w:sig w:usb-0="00000003" w:usb-1="080E0000" w:usb-2="00000010" w:usb-3="00000000" w:csb-0="00040001" w:csb-1="00000000"/></w:font>
     </w:fonts>
     <w:styles>
       <w:versionOfBuiltInStylenames w:val="4"/><w:latentStyles w:defLockedState="off" w:latentStyleCount="156"/><w:style w:type="paragraph" w:default="on" w:styleId="Normal"><w:name w:val="Normal"/><w:rPr><wx:font wx:val="Times New Roman"/><w:sz w:val="24"/><w:sz-cs w:val="24"/><w:lang w:val="EN-US" w:fareast="ZH-CN" w:bidi="AR-SA"/></w:rPr></w:style><w:style w:type="character" w:default="on" w:styleId="DefaultParagraphFont"><w:name w:val="Default Paragraph Font"/><w:semiHidden/></w:style><w:style w:type="table" w:default="on" w:styleId="TableNormal"><w:name w:val="Normal Table"/><wx:uiName wx:val="Table Normal"/><w:semiHidden/><w:rPr><wx:font wx:val="Times New Roman"/></w:rPr><w:tblPr><w:tblInd w:w="0" w:type="dxa"/><w:tblCellMar><w:top w:w="0" w:type="dxa"/><w:left w:w="108" w:type="dxa"/><w:bottom w:w="0" w:type="dxa"/><w:right w:w="108" w:type="dxa"/></w:tblCellMar></w:tblPr></w:style><w:style w:type="list" w:default="on" w:styleId="NoList"><w:name w:val="No List"/><w:semiHidden/></w:style>
     </w:styles>
     <w:docPr>
       <w:view w:val="print"/><w:zoom w:percent="100"/><w:doNotEmbedSystemFonts/><w:attachedTemplate w:val=""/><w:defaultTabStop w:val="720"/><w:characterSpacingControl w:val="DontCompress"/><w:optimizeForBrowser/><w:validateAgainstSchema/><w:saveInvalidXML w:val="off"/><w:ignoreMixedContent w:val="off"/><w:alwaysShowPlaceholderText w:val="off"/><w:compat><w:breakWrappedTables/><w:snapToGridInCell/><w:wrapTextWithPunct/><w:useAsianBreakRules/><w:useWord2002TableStyleRules/><w:useFELayout/></w:compat>
      <wsp:rsids>
        <wsp:rsidRoot wsp:val="00453714"/><wsp:rsid wsp:val="00015B28"/><wsp:rsid wsp:val="000B1B9A"/><wsp:rsid wsp:val="000F4F6A"/><wsp:rsid wsp:val="0010045E"/><wsp:rsid wsp:val="0015095E"/><wsp:rsid wsp:val="0016480E"/><wsp:rsid wsp:val="001B029C"/><wsp:rsid wsp:val="00386D53"/><wsp:rsid wsp:val="003F1099"/><wsp:rsid wsp:val="00453714"/><wsp:rsid wsp:val="004C6C19"/><wsp:rsid wsp:val="004F592D"/><wsp:rsid wsp:val="00511DC8"/><wsp:rsid wsp:val="00583473"/><wsp:rsid wsp:val="005A28AE"/><wsp:rsid wsp:val="005C0D45"/><wsp:rsid wsp:val="005E0E9D"/><wsp:rsid wsp:val="00670858"/><wsp:rsid wsp:val="006C08B9"/><wsp:rsid wsp:val="006C5DCC"/><wsp:rsid wsp:val="007F7DB8"/><wsp:rsid wsp:val="0083137D"/><wsp:rsid wsp:val="009E707D"/><wsp:rsid wsp:val="00AA38F5"/><wsp:rsid wsp:val="00BC08A1"/><wsp:rsid wsp:val="00C0384D"/><wsp:rsid wsp:val="00DE6B6B"/><wsp:rsid wsp:val="00E23D4E"/><wsp:rsid wsp:val="00EA0411"/><wsp:rsid wsp:val="00EB12F6"/>
        </wsp:rsids>
     </w:docPr>
     <w:body>
       <wx:sect>
         <w:p wsp:rsidR="001B029C" wsp:rsidRPr="006C08B9" wsp:rsidRDefault="00386D53"><w:r wsp:rsidRPr="006C08B9"><w:fldChar w:fldCharType="begin"/></w:r><w:r wsp:rsidRPr="006C08B9"><w:instrText> MERGEFIELD "User_First_Name" </w:instrText></w:r><w:r wsp:rsidR="00670858"><w:instrText>\f" "</w:instrText></w:r><w:r wsp:rsidRPr="006C08B9"><w:fldChar w:fldCharType="separate"/></w:r><w:r wsp:rsidR="004F592D"><w:rPr><w:noProof/></w:rPr><w:t>«User_First_Name» </w:t></w:r><w:r wsp:rsidRPr="006C08B9"><w:fldChar w:fldCharType="end"/></w:r><w:r wsp:rsidRPr="006C08B9"><w:fldChar w:fldCharType="begin"/></w:r><w:r wsp:rsidRPr="006C08B9"><w:instrText> MERGEFIELD "User_Last_Name" </w:instrText></w:r><w:r wsp:rsidRPr="006C08B9"><w:fldChar w:fldCharType="separate"/></w:r><w:r wsp:rsidR="004F592D"><w:rPr><w:noProof/></w:rPr><w:t>«User_Last_Name»</w:t></w:r><w:r wsp:rsidRPr="006C08B9"><w:fldChar w:fldCharType="end"/></w:r></w:p><w:p wsp:rsidR="00386D53" wsp:rsidRPr="006C08B9" wsp:rsidRDefault="00386D53"><w:r wsp:rsidRPr="006C08B9"><w:fldChar w:fldCharType="begin"/></w:r><w:r wsp:rsidRPr="006C08B9"><w:instrText> MERGEFIELD "User_Business_Unit" </w:instrText></w:r><w:r wsp:rsidRPr="006C08B9"><w:fldChar w:fldCharType="separate"/></w:r><w:r wsp:rsidR="004F592D"><w:rPr><w:noProof/></w:rPr><w:t>«User_Business_Unit»</w:t></w:r><w:r wsp:rsidRPr="006C08B9"><w:fldChar w:fldCharType="end"/></w:r></w:p>
        <w:p wsp:rsidR="00386D53" wsp:rsidRPr="006C08B9" wsp:rsidRDefault="00386D53"/><w:p wsp:rsidR="00386D53" wsp:rsidRPr="006C08B9" wsp:rsidRDefault="0083137D"><w:r><w:fldChar w:fldCharType="begin"/></w:r><w:r><w:instrText> DATE  \@ "MMMM d, yyyy"  \* MERGEFORMAT </w:instrText></w:r><w:r><w:fldChar w:fldCharType="separate"/></w:r><w:r wsp:rsidR="0010045E"><w:rPr><w:noProof/></w:rPr><w:t>August 10, 2007</w:t></w:r><w:r><w:fldChar w:fldCharType="end"/></w:r></w:p><w:p wsp:rsidR="00386D53" wsp:rsidRPr="006C08B9" wsp:rsidRDefault="00386D53"/>
        <w:p wsp:rsidR="005E0E9D" wsp:rsidRDefault="00453714"><w:r><w:fldChar w:fldCharType="begin"/></w:r><w:r><w:instrText> ADDRESSBLOCK \f "&lt;&lt;_FIRST0_&gt;&gt;&lt;&lt; _LAST0_&gt;&gt;&lt;&lt; _SUFFIX0_&gt;&gt;</w:instrText></w:r><w:r><w:cr/><w:instrText>&lt;&lt;_STREET1_</w:instrText></w:r><w:r><w:cr/><w:instrText>&gt;&gt;&lt;&lt;_STREET2_</w:instrText></w:r><w:r><w:cr/><w:instrText>&gt;&gt;&lt;&lt;_CITY_&gt;&gt;&lt;&lt;, _STATE_&gt;&gt;&lt;&lt; _POSTAL_&gt;&gt;&lt;&lt;</w:instrText></w:r><w:r><w:cr/><w:instrText>_COUNTRY_&gt;&gt;" \l 1033 \c 1 \e "United States" \d </w:instrText></w:r><w:r><w:fldChar w:fldCharType="separate"/></w:r><w:r wsp:rsidR="004F592D"><w:rPr><w:noProof/></w:rPr><w:t>«AddressBlock»</w:t></w:r><w:r><w:fldChar w:fldCharType="end"/></w:r></w:p><w:p wsp:rsidR="00453714" wsp:rsidRPr="006C08B9" wsp:rsidRDefault="00453714"/>
        <w:p wsp:rsidR="00015B28" wsp:rsidRDefault="00453714" wsp:rsidP="00386D53"><w:r><w:fldChar w:fldCharType="begin"/></w:r><w:r><w:instrText> GREETINGLINE \f "&lt;&lt;_BEFORE_ Dear &gt;&gt;&lt;&lt;_TITLE0_&gt;&gt;&lt;&lt; _LAST0_&gt;&gt;
    &lt;&lt;_AFTER_ ,&gt;&gt;" \l 1033 \e "Dear Sir or Madam," </w:instrText></w:r><w:r><w:fldChar w:fldCharType="separate"/></w:r><w:r wsp:rsidR="004F592D"><w:rPr><w:noProof/></w:rPr><w:t>«GreetingLine»</w:t></w:r><w:r><w:fldChar w:fldCharType="end"/></w:r></w:p><w:p wsp:rsidR="00453714" wsp:rsidRPr="006C08B9" wsp:rsidRDefault="00453714" wsp:rsidP="00386D53"/><w:p wsp:rsidR="006C08B9" wsp:rsidRPr="006C08B9" wsp:rsidRDefault="006C08B9" wsp:rsidP="006C08B9"><w:r wsp:rsidRPr="006C08B9"><w:t>I would like to thank you for taking the time to meet with us. We were delighted to have the opportunity to discuss in more depth your needs and how our business unit can help you to fulfill them. As discussed, we will send you a detailed proposal soon and I will be in tou</w:t></w:r><w:r wsp:rsidR="005C0D45"><w:t>ch to schedule a follow-up meeting</w:t></w:r><w:r wsp:rsidRPr="006C08B9"><w:t> next month.</w:t></w:r></w:p>
        <w:p wsp:rsidR="006C08B9" wsp:rsidRPr="006C08B9" wsp:rsidRDefault="006C08B9" wsp:rsidP="006C08B9"/><w:p wsp:rsidR="006C08B9" wsp:rsidRPr="006C08B9" wsp:rsidRDefault="006C08B9" wsp:rsidP="006C08B9"><w:r wsp:rsidRPr="006C08B9"><w:t>We look forward to the opportunity to work with you.</w:t></w:r></w:p>
        <w:p wsp:rsidR="00386D53" wsp:rsidRPr="006C08B9" wsp:rsidRDefault="00386D53" wsp:rsidP="00386D53"><w:pPr><w:ind w:left="720"/></w:pPr></w:p>
        <w:p wsp:rsidR="00386D53" wsp:rsidRPr="006C08B9" wsp:rsidRDefault="00386D53" wsp:rsidP="00386D53"><w:r wsp:rsidRPr="006C08B9"><w:fldChar w:fldCharType="begin"/></w:r><w:r wsp:rsidRPr="006C08B9"><w:instrText> AUTOTEXTLIST  \s Closing \t "Right-click here to select from a list of standard closing salutations." \* MERGEFORMAT </w:instrText></w:r><w:r wsp:rsidRPr="006C08B9"><w:fldChar w:fldCharType="separate"/></w:r><w:r wsp:rsidRPr="006C08B9"><w:t>Sincerely,</w:t></w:r><w:r wsp:rsidRPr="006C08B9"><w:fldChar w:fldCharType="end"/></w:r></w:p><w:p wsp:rsidR="00386D53" wsp:rsidRPr="006C08B9" wsp:rsidRDefault="00386D53" wsp:rsidP="00386D53"><w:pPr><w:ind w:left="720"/></w:pPr></w:p>
        <w:p wsp:rsidR="001B029C" wsp:rsidRPr="006C08B9" wsp:rsidRDefault="001B029C"><w:r wsp:rsidRPr="006C08B9"><w:fldChar w:fldCharType="begin"/></w:r><w:r wsp:rsidRPr="006C08B9"><w:instrText> MERGEFIELD "User_First_Name" </w:instrText></w:r><w:r wsp:rsidR="00670858"><w:instrText>\f " "</w:instrText></w:r><w:r wsp:rsidRPr="006C08B9"><w:fldChar w:fldCharType="separate"/></w:r><w:r wsp:rsidR="004F592D"><w:rPr><w:noProof/></w:rPr><w:t>«User_First_Name» </w:t></w:r><w:r wsp:rsidRPr="006C08B9"><w:fldChar w:fldCharType="end"/></w:r><w:r wsp:rsidRPr="006C08B9"><w:fldChar w:fldCharType="begin"/></w:r><w:r wsp:rsidRPr="006C08B9"><w:instrText> MERGEFIELD "User_Last_Name" </w:instrText></w:r><w:r wsp:rsidRPr="006C08B9"><w:fldChar w:fldCharType="separate"/></w:r><w:r wsp:rsidR="004F592D"><w:rPr><w:noProof/></w:rPr><w:t>«User_Last_Name»</w:t></w:r><w:r wsp:rsidRPr="006C08B9"><w:fldChar w:fldCharType="end"/></w:r></w:p><w:p wsp:rsidR="00386D53" wsp:rsidRPr="006C08B9" wsp:rsidRDefault="00386D53"><w:r wsp:rsidRPr="006C08B9"><w:fldChar w:fldCharType="begin"/></w:r><w:r wsp:rsidRPr="006C08B9"><w:instrText> MERGEFIELD "User_Title" </w:instrText></w:r><w:r wsp:rsidRPr="006C08B9"><w:fldChar w:fldCharType="separate"/></w:r><w:r wsp:rsidR="004F592D"><w:rPr><w:noProof/></w:rPr><w:t>«User_Title»</w:t></w:r><w:r wsp:rsidRPr="006C08B9"><w:fldChar w:fldCharType="end"/></w:r></w:p><w:sectPr wsp:rsidR="00386D53" wsp:rsidRPr="006C08B9">
          <w:pgSz w:w="12240" w:h="15840"/><w:pgMar w:top="1440" w:right="1800" w:bottom="1440" w:left="1800" w:header="720" w:footer="720" w:gutter="0"/><w:cols w:space="720"/><w:docGrid w:line-pitch="360"/></w:sectPr>
       </wx:sect>
     </w:body>
    </w:wordDocument>

    I am receiving template as above in the string. There are MERGEFIELDS in the string. I want to replace these values and then save it as word file.

    Which approach I shall use to achieve this?

    Do I need to use Interop or will it be fine with Open XML ?

  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: Read Mail Merge Template Record Programmatically

    you can check the attribute "body" which has document in encoded format.

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