Word templates introduced in CRM Online and CRM 2016 are not the easiest contraptions to edit. One of the questions that popped up in a recent conversation was how to use conditional IF in the document generation. tl;dr To refer to the control values after the document has been generated, wrap content controls using bookmarks […]
CRM 2016 has the ability to generate documents using Word templates. For workflows there’s a custom action called SetWordTemplate which can be added via Add Step > Perform Action > SetWordTemplate. But what if you want to generate the document in a plugin, javascript or in external application so that the functionality can be used by custom […]
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