Microsoft Dynamics CRM (Archived)

Word document from plugin

(0) Share

Report

Posted on by CRM-guy

Hi Experts,

Can we create word document from plugin for MSD 365? is it possible? If so how? Done anyone have sample code?

Thanks.

*This post is locked for comments

I have the same question (0)

All responses (15)

Answers (0)

Suggested answer

ScottDurow 21 on at

Like (0)

Report

Hi!

There is a action that you can use - see community.dynamics.com/.../how-cool-creating-word-documents-using-a-workflow

Hope this helps

Was this reply helpful? Yes No
Suggested answer

Rajkumar Rajaraman on at

Like (0)

Report

Refer this:

community.dynamics.com/.../crm-tip-automatically-creating-document-from-word-template-and-attaching-to-record

www.powerobjects.com/.../how-to-create-a-microsoft-word-template-in-microsoft-dynamics-365

Hope this helps

Was this reply helpful? Yes No
CRM-guy 80 on at

Like (0)

Report

I want quote info and its lines based on some condition, but out of the box not working as the i am not able to put any kind of filter there. and thats why i want to create it from plugin with my own query.

Was this reply helpful? Yes No
CRM-guy 80 on at

Like (0)

Report

I already know thin and used in couple of times. But I want quote info and its line based on some condition, but out of the box not working as the i am not able to put any kind of filter there. and thats why i want to create it from plugin with my own query.

Was this reply helpful? Yes No
Suggested answer

Abby Kong 6 on at

Like (1)

Report

Hi Vijay,

Use SetWordTemplate OrganizationRequest

OrganizationRequest req =

   new OrganizationRequest("SetWordTemplate");

req["Target"] =

   new EntityReference("account", accountGuid);

req["SelectedTemplate"] =

   new EntityReference("documenttemplate", templateGuid);

service.ExecuteCrmOrganizationRequest(req);

Check this out:

https://crmtipoftheday.com/608/generate-documents-in-code/

Was this reply helpful? Yes No
CRM-guy 80 on at

Like (0)

Report

Thanks Abby, but will it allow me to change/append the content of the document? Or do i need to replace by some kind of trick?

Thanks.

Was this reply helpful? Yes No
Abby Kong 6 on at

Like (0)

Report

hmmm, can you elaborate on 'change/append the content of the document'??

The word template should be set up as a system template before you use this code.

Use the template id from this system template.

Replace 'new EntityReference("account", accountGuid)' if your entity is not account.

The generated word document is same as the ones generated from UI ->Ribbon Buttons-> Word Template

Was this reply helpful? Yes No
Abby Kong 6 on at

Like (0)

Report

docs.microsoft.com/.../manage-word-templates

Refer above on creating word templates.

Was this reply helpful? Yes No
CRM-guy 80 on at

Like (0)

Report

Hi Abby,

Thanks for quick responses. See, i am able to create and attach it in notes area of the entity but problem is now i want to add my custom data table in the same Document, is it possible?

In word template i kept all the required details of the quote, its fine but now i want to fire a query in plugin and I will create a my data table and want to put that in the newly created document. I hope you got my query now. Let me now if you need any other info.

Thanks.

Was this reply helpful? Yes No
Abby Kong 6 on at

Like (0)

Report

Hi Vijay,

As far as I know, we can't apply filter/sorting on the data source use word document template.

Not sure on the exact requirement, or the number of possible document outputs. If your template is different based on some condition, maybe you can create multiple templates and implement the logic to decide which one to run in the code.

Alternatively, if you are triggering doc-creating in code, consider the option to create a custom Fetch-based report.

This is a good guide: community.dynamics.com/.../ssrs-reports-for-dynamics-365-using-fetchxml
It will be more coding than using word template, but you don't have the above-mentioned restriction on datasource.

Regards,

Abby

Was this reply helpful? Yes No