Hi Experts,
is anyone have the steps to create document generation?
can we create document via workflow?
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Hi ,
you can refer below post on how to create a document .
www.powerobjects.com/.../never-easy-one-click-document-generation-crm-2016
Yes, you can generate document via workflow, but it will attach into the entity's note.
community.dynamics.com/.../how-cool-creating-word-documents-using-a-workflow
Hi Wei Jie,
I follow to create a document via first link you shared, does it support multi row content? i dont see it in the link.
in my case would be to show all the opportunities that link with the account. I want to show the opportunities in a table.
Please see the post below. This should help you.
www.powerobjects.com/.../click-document-generation-in-crm-2016
i tried to bulk generate document, but the button seems not available, anything i missed out?
Hi,
For word document generation, you only can do it one at the time, if you want to do it in bulk, use workflow]
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