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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Generating documents u...
Microsoft Dynamics CRM (Archived)

Generating documents using Mail Merge templates

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Posted on by Mir Hassan Ali 1,720

Hi

When a record is created, I want to generate a document (docx or pdf) using a mail merge template and store it in a folder on the network. I need to do this using a plugin. Is it possible?

Thanks

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    Mir Hassan Ali Profile Picture
    Mir Hassan Ali 1,720 on at

    I ended up doing this using Open XML api.

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