Extend and Contribute to CRM OneClick Word Document Generator

You can download the latest source code at:

• GitHub.

Below code demonstrate the functionality to generate document from template.

Entity Note = Notes[0];
if (Note.Contains("documentbody"))
{
	byte[] DocumentBody = Convert.FromBase64String(Note["documentbody"].ToString());
	MemoryStream fileStream = new MemoryStream(DocumentBody);
	Document doc = new Document(fileStream);
	string[] fields = doc.MailMerge.GetFieldNames();
	Entity PrimaryEntity = Service.Retrieve(EntityName, EntityId, new ColumnSet(fields));
	if (PrimaryEntity != null)
	{
	string[] values = new string[fields.Length];
	for (int i = 0; i < fields.Length; i++)
	{
		if (PrimaryEntity.Contains(fields[i]))
		{
			if (PrimaryEntity[fields[i]].GetType() == typeof(OptionSetValue))
				values[i] = PrimaryEntity.FormattedValues[fields[i]].ToString();
			else if (PrimaryEntity[fields[i]].GetType() == typeof(EntityReference))
				values[i] = ((EntityReference)PrimaryEntity[fields[i]]).Name;
			else
				values[i] = PrimaryEntity[fields[i]].ToString();
		}
		else
			values[i] = "";
	}
	doc.MailMerge.Execute(fields, values);
	MemoryStream UpdateDoc = new MemoryStream();
	switch (Format.ToLower())
	{
		case "bmp":
			doc.Save(UpdateDoc, SaveFormat.Bmp);
			break;
		case "doc":
			doc.Save(UpdateDoc, SaveFormat.Doc);
			break;
		case "docx":
			doc.Save(UpdateDoc, SaveFormat.Docx);
			break;
		case "html":
			doc.Save(UpdateDoc, SaveFormat.Html);
			break;
		case "jpeg":
			doc.Save(UpdateDoc, SaveFormat.Jpeg);
			break;
		case "pdf":
			doc.Save(UpdateDoc, SaveFormat.Pdf);
			break;
		case "png":
			doc.Save(UpdateDoc, SaveFormat.Png);
			break;
		case "rtf":
			doc.Save(UpdateDoc, SaveFormat.Rtf);
			break;
		case "text":
		case "txt":
			doc.Save(UpdateDoc, SaveFormat.Text);
			break;
		default:
			doc.Save(UpdateDoc, SaveFormat.Docx);
			break;
	}
}

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.

For more details, visit How to Execute Simple Mail Merge.