Dynamics CRM Online


#1

Hello… We have a requirement from our client where we need to do the following in Dynamics CRM Online:

  1. Create a templated word document
  2. On click of a button, use the templated word document above and create an instance of the document with dynamic data from CRM.
  3. Convert the Word document to PDF.

Below are the solutions that we found:

  1. We can create a word document template in Dynamics CRM out of the box.
  2. ??
  3. After some research on your website, we found that we can use Aspose.Words for Cloud product to satisfy the third requirement.

However, we are still unsure about if we can use Aspose product to satisfy the second requirement. Any help is appreciated.

Thanks :slight_smile:


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#2

@rahul.katragadda

Thank you for contacting us.

On click of a button, use the templated word document above and create an instance of the document with dynamic data from CRM.

We provide Mail Merge APIs. These APIs let you populate Mustache or MailMerge template document with data. Data can be in XML or JSON format. Please check the documentation for more details:

https://docs.aspose.cloud/display/wordscloud/Using+Mail+Merge+features+with+Word+Documents


#3

Sohail… Thank you for your response. I have a few follow-up questions:

  1. When using the Aspose.Words Cloud to store templates and merge the data, what is the Geographic location of where the actual data is stored in the Cloud?

  2. Since we are using Dynamics 365 Online, we cannot reference the SDK libraries directly. Can we reference the source code files while actually building our components?

Thanks,
Rahul.


#4

@rawHulk

When using the Aspose.Words Cloud to store templates and merge the data, what is the Geographic location of where the actual data is stored in the Cloud?

Our servers are located in the United States.

Since we are using Dynamics 365 Online, we cannot reference the SDK libraries directly. Can we reference the source code files while actually building our components?

You can call Aspose REST APIs directly. cURL examples given in the documentation may help you in this regard.

Should you need any further information, please feel free to contact us.