Using and Configuring CRM Document Generator

Create Template using word

  • Open Microsoft Word and Create the Template.
  • For Adding Dynamic fields, in Microsoft Word insert field and select Mail Merge Field.

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  • To Get the field name from CRM, Open the form customization and open the field and check the details tab.

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Upload Template in CRM

  • Once the template is ready upload it in CRM.
  • Navigate to Document Templates and Create New.

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  • Create a name of Document and Save the record.
  • Attach the Template (Created in Microsoft word previously) in the document template.

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Please make sure that the Title of the Attachment contains the extension and name as this name will be used for created documents.

Create document in CRM using template

  • Open any contact and click on “Start Dialog” from the top Ribbon.

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  • Select “Aspose .NET Document Generator” and click OK.

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  • The Dialog will Start.
  • From the first Screen select your Template and Click Next.

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  • Press Finish on the next screen.
  • Under Notes of the Contact you would be able to see the generated document.

Use single click button to Generate Document

  • Open any contact and click on “Document Generator” from the top Ribbon.

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