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Microsoft Dynamics CRM (Archived)

Generate document and save to Sharepoint

Posted on by

Hi. 

Are there any out of the box solution in CRM Online 2016 to gererate a word document on Account, and automatic save it to the customers sharepoint location? Or must we use a 3rd party like f.example this ? 

mscrm-addons.com/.../Comparison_DocumentsCorePack_vs_CRM2016_DocumentGeneration.pdf

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  • Suggested answer
    Andreas Cieslik Profile Picture
    Andreas Cieslik 9,265 on at
    RE: Generate document and save to Sharepoint

    Sorry, there is no automatic OOTB solution for that. You need to fall back to your own or a third party solution as you already had mentioned.

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