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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to get word docume...
Microsoft Dynamics CRM (Archived)

How to get word document using c# Plugin

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Posted on by madiri 242

HI,

I want to convert word document to pdf but i want to get word documents from plugin mscrm is there is a way to get word document and convert to pdf and add to notes using plugin i am using this plugin https://www.c-sharpcorner.com/uploadfile/698727/convert-word-file-to-pdf-using-c-sharp/  to convert pdf but i don't know how to implement with mscrm.

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  • Muhammad Naderi Profile Picture
    Muhammad Naderi 135 on at
    RE: How to get word document using c# Plugin

    [quote user="rocky"]

    HI,

    I want to convert word document to pdf but i want to get word documents from plugin mscrm is there is a way to get word document and convert to pdf and add to notes using plugin i am using this plugin https://www.c-sharpcorner.com/uploadfile/698727/convert-word-file-to-pdf-using-c-sharp/  to convert pdf but i don't know how to implement with mscrm.

    [/quote]

    same here, have you found a solution
    I mean other than retrieving it from notes, after using 'SetWordTemplate'

  • madiri Profile Picture
    madiri 242 on at
    RE: How to get word document using c# Plugin

    Thank you for your reply but  I  Need to get word document from mscrm and convert it and need to add notes  in mscrm

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at
    RE: How to get word document using c# Plugin

    Hi ,

    1) Add a reference in your project to docCreator library.

    To do this:

         a. On the Project menu, click Add Reference.

         b. On the COM tab, locate docCreator Library and then click Select.

         c. Click OK in the Add References dialog box to accept your selections.

    2) Add a reference in your project to Microsoft Word.

    To do this:

         a. On the Project menu, click Add Reference.

         b. On the COM tab, locate Microsoft Word and then click Select.

         c. Click OK in the Add References dialog box to accept your selections.

    Please have a look below references -

    neevia.com/.../cr

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: How to get word document using c# Plugin

    Hi Madri,

    For generating the word template and attaching it to note, you don't need a plugin. There is an inbuilt action in workflow to achieve this-

    crm.fueledbysleep.com/.../how-to-auto-generate-word-templates-using-a-simple-workflow-and-oob-action-in-crm-2016-no-code

    community.dynamics.com/.../auto-generate-word-template-in-dynamics-crm-2016-and-attach-in-email

    community.dynamics.com/.../how-to-auto-generate-word-templates-using-a-simple-workflow-and-oob-action-in-crm-2016-no-code

    Once the word document is generated, you need to write some custom code to convert it into a pdf.

    There is also a third party paid addon which can be used -

    www.crmsoftwareblog.com/.../microsoft-dynamics-crm-word-templates-create-generate-pdf

    Hope this helps.

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