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open Word document with form field value when custom button click in crm 2011 RRS feed

  • Question

  • Hi,

    I have one task that's

    "When click the custom button the word document should open and show the form field value"

    for example if the custom button in lead entity form,when I click the custom button, the word document is like as below

    FirstName:firstname(Form field)

    LastName:lastname

    how can I do this,if anyboby knw kindly reply for this,

    Regards,

    Srimathy

    Thursday, September 5, 2013 1:43 PM

Answers

  • Hi,

    You maybe create your own application to run from the ribbon, however, it may cost you a significant amount of time. I suggest to use a third party solution such as mail merge add on of MSCRMADDONs. In this way, you have a button in the ribbon which could open a desired format in word. In addition, you could change the fields and the format of them easily without any coding.



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    Thursday, September 5, 2013 2:32 PM
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