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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Generate Document temp...
Microsoft Dynamics CRM (Archived)

Generate Document templates using C# batch job

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Posted on by SnehaDohale 95

We have some word document templates uploaded in CRM,but we have requirement to generate data in these document templates and save that documents in Shared folder

Is there any way to achieve this functionality.

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  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    Yes, you will have to write code for that.

  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at

    You can retrieve the template uploaded and generate docs Do the uploaded templates. Pls use the below code to retrieve in your code.

    /////// start///////////////

    var template = (DocumentTemplate)service.Retrieve(DocumentTemplate.EntityLogicalName, {templateId}, new ColumnSet(true));

              var ms = new MemoryStream(Convert.FromBase64String(template.Content));

              var fs = new FileStream("template.docx", FileMode.CreateNew);

              ms.CopyTo(fs);

              fs.Flush();

              fs.Close();

    /////// End ///////////////

    Hope this helps.If the suggestion resolved your query .Pls mark it as answered/verified to close the thread.

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