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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}
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!~
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.
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