Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / fetch document templat...
Customer experience | Sales, Customer Insights,...
Suggested answer

fetch document template in a plugin

(0) ShareShare
ReportReport
Posted on by ysezer 5

Hi Everyone,

I'm looking for code examples on how to fetch all document templates in an entity. After fetching these templates I will have to create documents based on record id and modify some fields inside that newly created documents. I'm very new to dynamics and any sample code would be great help.

Thanks all in advance. 

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,981 Moderator on at
    RE: fetch document template in a plugin

    Hi,

    You can look at below thread to generate document from plugin

    community.dynamics.com/.../784759

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Kudos to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Daivat Vartak (v-9davar) Profile Picture

Daivat Vartak (v-9d... 225 Super User 2025 Season 1

#2
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 91

#3
Vahid Ghafarpour Profile Picture

Vahid Ghafarpour 78 Super User 2025 Season 1

Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans