Tip #691: Extract an existing Word Template from CRM 2016

Tooth Extraction

In CRM 2016 we have the fantastic Word Templates feature with which users can generate finished documents in just a few clicks. Far easier than the old mail merge options, and no need to have locally installed versions of Word, the Outlook client and so on. But one annoying limitation of the feature for many […]

Tip #630: No flow – no documents

SetWordTemplate parameters

We did show how to generate documents in code, however, generating documents in a workflow using SetWordTemplate action proved to be just as elusive. The problem is that the entity itself does not appear in the list of parameters for the action, making it impossible to generate the document. As strange as it sounds but: […]