OneClick Word Document Generator for Dynamics CRM

The Aspose .NET OneClick Word Document Generator is open source add-on used to generate and export documents from CRM. You can design template in word and attach in CRM and generate document as you want. You can use OneClick Word Document Generator with Account, Contact, Lead, Opportunity and Quote Entity. It provides option to Attach the generated document with the record itself and you can download the document as well. This add-on can also resolve option set and look-up fields. In addition it allows you to save the document in multiple formats like DOC, DOCX, BMP, HTML, JPEG, PDF, PNG, RTF and TXT.

Aspose .NET OneClick Word Document Generator can be used with CRM on-premises and CRM Online.

Major features of this Addon are:

• Create Template inside word and attach in CRM. (use merge field feature of word where you want to include CRM data)
• Allow you to add Optionset as well as lookups.
• Works with Account, Contact, Lead, Opportunity and Quote.
• One click button that can Generate document.
• Generated documents can be downloaded as well as attached with the same entity record.
• A ribbon button is also provided to choose the template and generate document.
• Allows you to save the document in multiple formats like DOC, DOCX, BMP, HTML, JPEG, PDF, PNG, RTF and TXT.

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

System Requirements and Supported Platforms

System Requirements

In order to install and use Aspose .NET OneClick Word Document Generator for Microsoft Dynamics CRM you need to have one of the following CRM version

• Microsoft Dynamics CRM 2013.
• Microsoft Dynamics CRM 2015.
• Microsoft Dynamics CRM Online.

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

Supported Platforms

This add-on will work with all version of Microsoft Dynamics CRM:

• Microsoft Dynamics CRM 2013.
• Microsoft Dynamics CRM 2015.
• Microsoft Dynamics CRM Online.

Downloading

You can download the latest solution at:

• Github

Installing or Uninstalling

How to Install

Importing the Solution

• Download the Solution File. (Managed if you intent to uninstall it)
• 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.

Configuring Web Page

• Download the source code for website.
• Copy on server. (Recommended under inetpub)
• Open IIS. (On server where you intent to deploy website, accessible from CRM server)
• Create a new Website.
• Choose physical path and configure website.
• Browse to check if it is accessible.
• Open CRM and add a new record under Aspose» Aspose Configuration Entity and specify the Name and URL of the deployed Web Page.

How to Uninstall

• Delete Website from IIS.
• Go to solution and select “Aspose OneClick Word Document Generator”.
• Press the Delete button. Press OK for confirmation.

Using

Easily configure and Use Aspose .NET OneClick Word Document Generator 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 Quote Generator using any of the following platforms:

• Github

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.