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Dynamics 365 Community / Forums / Dynamics 365 general forum / get the current log on...
Dynamics 365 general forum

get the current log on user from word template

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Posted on by ruonan59 5

i already have the word document template defined and uploaded back to CRM d365.
when select an entity record and generate a document from the Word template, i want to display the currently log on CRM user's full-name on the document. how i can define these on my template?
thanks


my document should be like following:

{document info with some entity information}

Sincerely,

{my name, or any CRM user calling and generating the file}

Categories:
Customer Engagement
Integration with Other Products
I have the same question (0)
  • Verified answer
    Kokulan Profile Picture
    Kokulan 18,054 on at

    Hi

    Please add a new field to the entity called - Current User and OnLoad of the form, using javascript you can update the curren user.

    In other words, as soon as someone opens that record, the current use will be set javascript.

    And in your word template, you can use the Current User lookup to insert any value from user recrod, name or title or anything you like

    Let me know if you need any help with getting the current user and setting it on a record.

  • ruonan59 Profile Picture
    ruonan59 5 on at

    hi Kokulan,

    thank you very much for the reply. your suggestion is working, except if multi user logged on the same record on the same time, the first user cannot get the correct log on user value if he/she generated the document after the second user logged on right?

    i will still mark your answer as suggested anwser since it will work most of the time. thank you!~

  • takeone Profile Picture
    takeone 17 on at
    Hi @ruonan59, have you been able to get the currentuser in Word template? If so, can you please explain how you fixed it? Thank you!

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