[Step-by-Step Guide] Configure Document Generation Functionality in MS Dynamics 365

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Step-by-Step Guide Configure Document
Generation Functionality in MS Dynamics 365
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Intro

• Microsoft Dynamics 365 offers the flexibility to
  create the Microsoft word document that pulls the
  data from selected CRM entity records,
  consolidate it automatically and convert it into
  a pleasing document. In real world MS Dynamics
  365 applications, this Document Generation
  functionality can be used for automated
  generation of sales quotes, invoices, information
  summaries and other relevant chronicles.
• This blog encompasses end-to-end process of
  executing Document Generation in Microsoft
  Dynamics 365 in three steps
• 1 Document Template Configuration
• 2 UI for the end user
• 3 Implementation of CRM Plugin

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1 Document Template Configuration

• A Template Creation
• In order to configure any document template,
  first we need base file to create templet design.
• Follow the path CRM Instance gtgt Setting gtgt
  Templates gtgt Document Templates gtgt Click on the
  New button
• Select Word Template as we are generating the
  word document, and the Base Entity. Your document
  will be related to the entity you choose here.

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• Clicking the Select Entity button will navigate
  you to the page where you can select the desired
  relationship based on your requirement

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• Clicking Download Template button will download a
  blank word file. Open the file and follow the
  further described steps to create the required
  template. However, you need to download and
  configure the new word file for each different
  entity. Moreover, the word template is also
  depended on the CRM instance.

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B Enable Developer Mode

• Use the link https//msdn.microsoft.com/en-in/libr
  ary/bb608625.aspx to enable the developer mode

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C Database Fields Configuration

• Database field configuration will capacitate you
  to generate the document with required data. You
  need to set the respective identification to
  fetch the CRM field data to the word document.
• Any CRM entity contains the multiple type fields
  like e.g. Text field, Number Field, Option Set
  Field, Currency Field etc. You can prepare
  template for all of these fields. It means, as
  long as you configure the database fields
  accurately, you can fetch the data from any
  number fields into a single document. Follow the
  described steps to prepare the desired word
  template.

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i Add Label
 Add label from the control section (To assign
the template with image name)
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ii Follow the path
Content Control gtgt Controls gtgt Properties
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iii Add applicable Tag

• Add the applicable Tag to the label as logical
  name of the CRM field such as new_prop_rp_name.
  In fact, Tag value will be used to fetch the
  relevant data from the CRM field.

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iv Create an Image Template

• Having an image or graphics as a part of document
  is a common practice. It is possible to configure
  dynamic image fetching from CRM data to the word
  document. You can fetch the images, which are
  stored at the other cloud storage location.
• Add Picture Control from the Controls section

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• Resize the image as per the requirement. The
  generated document will resize the fetched image
  in the same degree.

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• Follow the path Picture Control gtgt Control gtgt
  Properties

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• Add applicable Tag to the CRM field
  new_imagepath. It will help you in identifying
  the image/image entity to be fetched.

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• Once the configuration process is completed, you
  will able to have the final view of a letter type
  document as displayed below.

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• While generating the actual document, system will
  fetch the relevant actual values described as
  below.

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• Similarly, you can have the view of the other
  predefined documents, which will fetch the actual
  values.
• v Upload ready word template to the CRM
• When you ready with your desired word template,
  you need to upload it back to the CRM
• Follow the path CRM Instance gtgt Setting gtgt
  Templates gtgt Document Templates and click the
  Upload Template button. You will be navigated to
  the pop up as displayed below. Either browse or
  drag the Templet file and Upload here.

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• 2 UI for the End User
• After the successful configuration of Document
  Generation functionality, you need to provide a
  decent UI for the end user to select the custom
  template from the available templates. Here are
  the suggestions
• A Ribbon Button that can display the popup with
  drop-down list
• The Html Web resource to select the files
• 3 Implementation of CRM Plugin
• To implement CRM Plugin, integrate Open XML SDK
• Manually change the extension of the word file
  from .docx to .zip and extract the file.  It
  will have the file structure displayed as below.

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• Moreover, you can perform N number of operations
  with the word file using Open XML SDK. You can
  refer the SDK document for the same.
• Conclusion
• In this blog, I have described the entire process
  of creating ready to use predefined Microsoft
  Word templates to be dynamically filled with
  Microsoft Dynamics 365 CRM field data. In fact,
  it becomes much straightforward to extract and
  populate the relevant CRM data using such
  templates.

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• Original Source
• https//www.azilen.com/blog/one-click-document-gen
  eration-functionality-ms-dynamics-365/

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