Skip to main content

Notifications

Microsoft Dynamics CRM (Archived)

How to invoke a document template on click of a button in 365?

Posted on by 30

There are lot of documents templates in a form and description is long and not business friendly for users. We are looking for a solution to invoke a document template on click of a button on a form, we can then write a code to display specific button.

*This post is locked for comments

  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: How to invoke a document template on click of a button in 365?

    Hi KTCRM,

    I think this is the solution that you are looking for.

    stackoverflow.com/.../dynamics-crm-365-downloading-a-word-document-template-via-a-button-on-the-ribb

    Take a look.

    Hope this helps.

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans