Upload CRM Word Templates to SharePoint or attach to Email

With Microsoft CRM Word Templates, CRM users can create impressive documents with fields from CRM records and related entities, inserted into the document.

Dynamics PDF-Docs is an essential tool for CRM users that in one click of a button can PDF the Word Document or upload the document, in Word or PDF format, to SharePoint.

Either from the entity list view or in the record Form, user clicks the PDF-Docs button, select template, and then select the required function. Most popular functions are to save the document to Notes, PDF the document and attach it to an Email (populated with fields from the CRM record), and save (upload) the document to SharePoint, either in Word or PDF format.

In this post I will show the Workflow steps to achieve same functionality by automating & scheduling this process, with CRM Workflow.

Download free trial: http://dynamicsobjects.com/Products/Dynamics-PDF-Docs

In our example, we create the workflow for the Invoice entity, to PDF the “DO_Invoice-Elaborated” Word Template, and upload it to a set location in SharePoint. The workflow has 3 steps. The first step creates the document from Word Template (SetWordTemplate), then we PDF the document, and as last step, we save the document in SharePoint, as per this image

PDF Docs SP workflow1 Upload CRM Word Templates to SharePoint or attach to Email

In SetWordTemplate input properties use Dynamic Values to select the Template and target. The target is the record of the Invoice entity, as we create document for a record.

PDF Docs SP workflow2 Upload CRM Word Templates to SharePoint or attach to Email

In the input Properties form, for workflow step Add Word template, we have 2 sections. The top 2 input fields are shared with workflow to upload to SharePoint and to attach the PDF file to an Email. The other 5 input fields are only required when delivering the PDF file as an attachment to an Email, and should be ignored in this workflow.

Using Dynamic Values, we firstly select the Word template. In the second input field we assign the file with a dynamic name, which is the Invoice Number (Invoice ID)

PDF Docs SP workflow3 Upload CRM Word Templates to SharePoint or attach to Email

The properties of the last step to upload PDF-Doc document to SP, The Record ID is a dynamic value created by firstly selecting Convert to PDF from the Local Values (at the bottom of the list) and then selecting Record ID. The SharePoint location is a text input in the format of Parent Folder/Child Folder/Grand Child Folder.

PDF Docs SP workflow4 Upload CRM Word Templates to SharePoint or attach to Email

Note: Dynamics PDF-Docs price increase as of the 15th May 2017

Download free trial:http://dynamicsobjects.com/Products/Dynamics-PDF-Docs

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