Template Management in D-CRM 2011 RRS feed

  • Question

  • Hi,

    We need to provide a screen to a user where he can upload a template (doc/pdf). This template will have some statuc data along with some placeholders. Also we need to provide a section on the screen for mapping of these placeholders to fields of different entities. On some system event these templates will be converted to pdf file and can be downloaded or email depends upon the requirement.

    How can we achieve it and what are the options available?




    Vinayak Chavan
    Tuesday, May 24, 2011 12:08 AM

All replies


    If I understand you correctly, you wish to have a functionality which provides live templates which is automatically populated with data from CRM and ready to send to customers. This would be a cool feature, but require a lot of work.

    On the other hand, there's functionality in CRM 2011 which will give you nearly the same feature. Take a look at the email template and the mail merge capabilities - it provides some of the functionality you look for. The email template allows you to have HTML email with dynamic fields which can be send to customers. The mail merge allows the same for word documents, but your users will need to open word and merge the data there.

    If this for some reason is insufficient, you would need to build something like this to accomplish your goal:

    1) A Silverlight web resource that allows you to upload and edit word documents and add dynamic data fields (These should be coded/tagged in a special way so that the word addin could regocnise them)

    2) A custom entity where the template is stored as an attachment, linked to the activity you whish to provide the template for. You would need one for email, one for letter, etc

    3) A process dialog that allows you to select a template(I.e the custom entity) whenever you create a email or for instance a letter

    4) A plugin that retrieves the template from the custom entity when your activity is created, fetches the data from CRM and adds them to the code/tags in the template, and saves the template as a document attached to the activity. You would probably need to call the MS Word API from within the plugin, and this might be anything else than a cakewalk

    I cant guarantee that the above approach will work, and even if it does, it will take a lot of time to accomplish it. 4) is a bit of a risk, too

    Tuesday, May 24, 2011 8:01 AM