You can download the latest source code at:
In this scenario we have used Aspose.Words.dll to generate document from a template. we have defined a custom workflow assembly that can be used with Workflows and Dialogs in CRM.
- Please Notice the Input and Output parameters that would be used by the 'Generate Document Class':
- Once we have the Document Template Id, we can retrieve the Template in word document format from this template.
- Now we need to get all the fields name from the Template, so that we can retrieve this data from CRM and generate document.
- Retrieve the Data from CRM and Execute MailMerge on Document
- Once the Document is generated from the Template, we can easily create an Attachment and use it.
Please Note: This Add-on is Open source. The Scenario we have created and resolved the issue may differ from the end user. You can download the latest source code and update it according to your business needs.