AutoMerge for Dynamics CRM

The Aspose AutoMerge is an open source add-on to be used with Microsoft Dynamics CRM. This add-on is capable of generating document using template and attaching them to Any Entity, Letter, sending emails, Generating Copy of document and upload document on cloud storage. Easily configure a workflow and generate documents from templates. Aspose .NET AutoMerge can be used with on-premises only.

Major features of this Addon are:

• Create Templates in Microsoft Word and Upload them in CRM.
• Create a Document in CRM using the templates.
• Allow users to Add OptionSet fields in the templates.
• Allow users to Add Lookup fields in the templates.
• Provide functionality to attach the generated document with letter.
• Provide functionality to attach the generated document with email.
• Provide functionality to attach the generated document to any entity.
• Provide functionality to send the email.
• Provide functionality to create a copy of document.
• Upload the document on Cloud Storage.
• Delete document when not required (usually used after uploading to Cloud or sending via email).

This add on will work with all versions of Microsoft Dynamics CRM 2013 and 2015.

System Requirements and Supported Platforms

System Requirements

In order to install and use Aspose .NET AutoMerge for Microsoft Dynamics CRM you need to have one of the following CRM version installed.

• Microsoft Dynamics CRM 2013 On-Premises.
• Microsoft Dynamics CRM 2015 On-Premises.

Please feel free to contact us if you find any issues in installing or using this Add-on.

Supported Platforms

This addon will work with all version of Microsoft Dynamics CRM:

• Microsoft Dynamics CRM 2013 On-Premises.
• Microsoft Dynamics CRM 2015 On-Premises.

Downloading

You can download the latest solution for Microsoft Dynamics CRM 2013 at:

• Github
• Sourceforge

You can download the latest solution for Microsoft Dynamics CRM 2015 at:

• Github

Installing or Uninstalling

Installing Aspose .NET AutoMerge

It is simple to install Aspose .NET AutoMerge. Please follow below Instructions:

• Install Aspose.Words.dll in GAC on the CRM server.
  • Open Visual studio command Prompt as administrator and browse to the location of Aspose.Words.dll and Write the following command to install the library in GAC. “gacutil -i Aspose.Words.dll”.

• Download the Solution File.
• Open CRM and go to Import Solution.
• Click Browse and select the downloaded solution file and click next.
• Click Next and wait for the solution to import.
• Click close when the solution is imported successfully.

Applying License

• Copy the license File on the server and copy the path of the file.
  • Recommended: “C:\Aspose\Aspose.Total.Lic”.
• This Path is used further during workflow configuration.
  • See section How to Configure Workflow.

Uninstalling Aspose .NET AutoMerge

• Go to solution and select “Aspose .NET AutoMerge”.
• Press the Delete button.

Using

Easily configure and Use Aspose .NET AutoMerge for Dynamics CRM by following the instructions here.

Video Demo

Please check the video below to see the plugin in action.

Support

We offer free support. Anyone who uses our product, whether they have bought them or are using an evaluation, deserves our full attention and respect.

You can log any issues or suggestions related to Aspose .NET AutoMerge using any of the following platforms:

• Github
• Support forum

Extend and Contribute

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. Please find the latest Source Code and Code Example here.