Document generation, to generate a letter with only a couple button clicks on the server.
We really need a simple way to define templates and to generate a document based on this template on the server with only a couple of clicks.
There also should be an option to create or attach this document to an entity (no user interaction to donwload file and attach!)
And we should be able to trigger workflows on this document generation for example set a property on an attribute.,
Comments
The Request is pending for a while and this is a basic requirement to be able to generate documents without complex steps and clicks and make it easy for the users.
Category: Microsoft Office Integration
Hi Thank you for your suggestion. We are considering this functionality for a future release of CRM. Sandhya This posting is provided "as is" with no warranties, and confers no rights.
Category: Microsoft Office Integration
In addition: There should be an option to Generate Document to Sharepoint library. MS CRM and Sharepoiint is the way to go for document management. Generate Document functionality must have ability to include related records information (e.g. Quote, Order and Line Items, Accounts and child Accounts and Contacts). Currently we solve problem for this scenario by using Reporting Services.
Category: Microsoft Office Integration
In addition: There should be an option to Generate Document to Sharepoint library. MS CRM and Sharepoiint is the way to go for document management. Generate Document functionality must have ability to include related records information (e.g. Quote, Order and Line Items, Accounts and child Accounts and Contacts). Currently we solve problem for this scenario by using Reporting Services.
Category: Microsoft Office Integration
Administrator on 11/23/2016 8:30:35 AM
This has been delivered since Ara or before. if you have any feedback please let us know about the feature and any improvement we can do in future.