How to insert the currently logged in user into the word template.

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Posted on by Dzung

Hi,

Does anyone know or have any idea on how to retrieve the name of the currently logged in user and dynamically insert it into a word template in online crm 2016? What I want to achieve is that when a user generates a word document from within online crm 2016 his/her name will be automatically inserted into the generated word document.

Thanks,

Dzung.

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bpr_admin on at

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RE: How to insert the currently logged in user into the word template.

Do you have the javascript for this? Even better I think would be to have the code run against the user in the user entity running the template. Thoughts?
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Aric Levin 30,188 on at

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RE: How to insert the currently logged in user into the word template.

Hi Dzung,

Based on some investigating, it doesn't seem like your requirement is possible with Word Templates.

Getting the logged in user is not one of the attributes that are being passed to the Word Documents.

Your alternatives are as Francesco specified (which as you mentioned does not work for you), or alternatively a FetchXml report where you get the logged in user as part of the report.

Hope this helps.
Dzung 10 on at

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RE: How to insert the currently logged in user into the word template.

Hi Franceso,

Thanks for your reply and solution. This solution will not work if multiple people access the same record around the same time which is the situation I am in.

Kind regards,

Dzung.
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Community Member on at

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RE: How to insert the currently logged in user into the word template.

Hi Dzung,

i writed a javascript customization that does this trick a long time ago.

Proceed as follows:

1) Create a new attribute, we say "Last user"

2) Create an onload event which check if last user is empty or differente from current user

3) If different, save throught webapi current user

4) Into word template, use last user -> fullname

Please, let me know if you solve.

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