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crm 2011 Manipulating Word Document RRS feed

  • Question

  • Greetings.

    We are aware that the scenario described below could be somehow resolved using SharePoint but we had to eliminate that option because SharePoint integration doesn't inherit/apply CRM 2011 Security model.

    Some of the steps we are trying to accomplish (sort of custom Check In/Out document processes):

    - create a Word document with information from CRM 2011. This information would be created within Content Containers. The Containers cannot be deleted (by setting Word Container Properties), some content can be edited, some other content will be protected (by setting Word Container Properties).

    - attach the Word document created above to a Note of the entity record

    - prevent user from removing the note above

    - logic to open the Word document created above, update some content (without losing/changing the rest of the content)

    - save the changes above and re-attach document to the same note as above (overwriting the previous attachment)

    Our approaches include using Open Xml or Visual Studio Office application.

    Any suggestion, warning, knowledge of limitations, samples, about any or all of the steps above would be welcomed.

    Thanks and regards,


    Frank

    Monday, November 24, 2014 11:11 PM