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ReportIm trying to create CRM plugin which will open Word template, fill it with data. How I can map the dynamic content fields inside plugin ?
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Im trying to create CRM plugin which will open Word template, fill it with data. How I can map the dynamic content fields inside plugin ?
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Yes Dharanidharan, I did and I am able to create but after that I need to pass the file to azure blob? how I can pass to Azure from OOTB workflow?
Did you get a chance to go through my above link. It's not through custom workflow its through OOB workflow. Please check it out.
Hi Jandost,
I have tried creating the document in custom workflow which I can pass to Azure blob but seems like this is not possible. (tried in Plugin as well). Below error while tried in plugin and custom work flow. I am able to create in workflow or action only, but how I can pass the same document to azure. Any suggestion?
"The request SetWordTemplate cannot be invoked from the Sandbox "
You can use the workflow to generate the word document with the Dynamic content.Below is the URL for your reference.
Hello Bhabani,
Yes, you can easily write a code in your workflow to push the generated document to Azure. Another alternative is to explore using Flow. That will make it much easier.
I believe Microsoft is planning to release a functionality to push attachments to Azure but I am not sure about the timelines. However, at the moment you can write a code to push generated document to Azure. Till then I suggest to use Flow.
What is the trigger for the download the file? Please note that even in the plugin you cannot download the file. I think you still need to upload the file somewhere and then download it.
Hi Jandost,
Suppose I have created the document in workflow , can I able to do below points with workflow. ( I dint want to attach to notes section)
1. I need to pass the document to azure blob
2. Download the document
Take a look at this thred: community.dynamics.com/.../c-replace-email-template
Hope this helps.
Since the word document is going to be filled with your data from entities, I would recommend to fill the entity fields in your plugin rather than generating the word document. Once the entity fields are filled, you can fire a workflow in which you can generate your word document. I would not go with generating a file in my plugin.
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