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


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


This blog contains in-depth information about the configuration of document generation functionality in MS Dynamics 365. The entire process explained in three simple steps such as Document Template Configuration, UI for the end user and Implementation of CRM Plugin. – PowerPoint PPT presentation

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

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

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

  • 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.

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

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

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

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

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

  • Follow the path Picture Control gtgt Control gtgt

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

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

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

  • Similarly, you can have the view of the other
    predefined documents, which will fetch the actual
  • 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

  • Original Source
  • https//www.azilen.com/blog/one-click-document-gen

Thanks You www.azilen.com Let us know if you
have any Question! info_at_azilen.com
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