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Generate Mail Merge document in Custom Workflow RRS feed

  • Question

  • I have a requirement to write custom workflow to get mail merge template and update word document template with filter parameters data and give it to the printer.

    i can get mailmergetemplate entity data thru fetch xml, but not sure how to convert entity data into word template with sdk?

    Please let me know if you have any idea.

    Thanks.

    Tuesday, September 22, 2015 2:28 PM

All replies

  • Hello,

    MailMerge is 100% clientside functionality that is dependent on your client app - Word. So obvious answer would be that you would not be able to use mail merge for this scenario.


    Dynamics CRM MVP
    My blog

    Tuesday, September 22, 2015 3:19 PM
    Moderator
  • thanks, as i said above i am getting MailMergeTemplate entity data, Word template is saved in body field as simpletext format, I guess it is all encrypted into text format. it is very huge text data.

    Is there anyway we can convert this back to Word Template using MS word API or any other API in C#?

    Thanks.

    Wednesday, September 23, 2015 6:01 AM
  • Welcome. I'm not sure that you will solve your issue in this way easily.


    Dynamics CRM MVP
    My blog

    Wednesday, September 23, 2015 6:12 AM
    Moderator