Using and Configuring CRM OneClick Word Document Generator

Create Template and Add in CRM

• Open word and create a template.
• Insert MailMerge fields for data coming from CRM.

• Make sure that the Field name matches exactly with the CRM field.
• Templates are specific to use with individual entity.

• Once the Template is created, Open OneClick Word Configuration entity in CRM and Create a New record.
• Give the name of the template, select entity the template is defined for and attach the created document in the attachment.

Generate Document from Ribbon Button

• Open Record where you want to generate document. (Make sure a template is already attached in the configuration for that entity)
• Click OneClick Word button from the ribbon.

• From the Popup: Select template, Output Format, File Name and Action.

• Check the Downloaded file or Notes, on basis of the selection.

Configure OneClick Buttons and use them

• In Order to use OneClick Button directly from Form, Open Form Customization.

• Insert WebResource where you want to add OneClick Buttons.
• Select OpenButtonPage in Webresource and give it a Name.
• Configure the Buttons in Data field in the following sample.

• Use separate line for each button and use the following syntax:
  • Syntax: <Template Name>|<Action: Download/Note>|<Output Format>|<Output FileName>
  • Example: Demo|Download|docx|My Downloaded File
• Save and publish the customization.
• The button is available on the form.