Automate Dynamics 365 CRM Word Templates – Export to Word or PDF with new Workflow feature

By | December 15, 2018

Click2Export word templates workflow

Our latest release of Click2Export with newly added features has been getting some great feedback from our Partners and Users. Once such feature which all users have been primarily excited was the exporting your CRM Word Templates in 1 click using the new Workflow feature.

This amazing feature helps CRM users to export word template (Word and PDF format) and perform actions (attach to note/email, auto send the email or upload to SharePoint) on the execution of certain CRM processes. Using this feature users can automate the exporting process for selected word template. This results in not just saving their valuable time, but also saves the clicks by reducing the steps to export and use these word templates within CRM.

Let’s see how word templates works within CRM. Word Template (MS Document) is a type of template that can be designed as per users requirement. Also, it has the option of uploading template in Dynamics CRM. In this template, the user can add the required fields – descriptive labels, texts, and formats. Along with that user can select the 1:N and N:N relationships.

Here, we have taken an example of Quote Entity for explaining this workflow feature to automate the exporting of word templates (Word and PDF Format) on the execution of automatic process selected in a workflow.

Export Dynamics 365 CRM Word Templates

Also, we have created the Click2Export Workflow to export the word template automatically on Record field change (field – name) process and export the selected word template and execute the required action that is to be performed. Users need to add the Perform Action step and Click2Export Assembly (Inogic.Click2export.ExportWord.ExportWord2PDF) and define the CRM Word Templates, entity and actions that are to be performed after exporting.

Export Dynamics 365 CRM Word Templates

Export Dynamics 365 CRM Word Templates

After selecting the Quote we have changed its name from ‘Car Quotation’ to ‘Car Quotation 1’. By doing this the word template that is defined in workflow Click2Export assembly gets exported and selected actions are performed i.e. Attach to Note, Attach to an Email and Upload to SharePoint.

Attach to Note

By selecting this action as true after triggering of workflow the word template is exported and gets attached as a note of the selected Quote.

Export Dynamics 365 CRM Word Templates

Attach to an Email

By selecting this action as true after triggering of workflow the word template is exported and attach to an Email of the selected Quote.

Export Dynamics 365 CRM Word Templates

Upload to SharePoint

By selecting this action as true after triggering of workflow the word template is exported and uploaded to SharePoint of the selected Quote.

Export Dynamics 365 CRM Word Templates

Grab your 15 days free trial instantly to evaluate the workflow feature by downloading it from our website or Microsoft Appsource. For a live demo or any more information on its new features, please email us on crm@inogic.com.

We would like to take a moment to introduce our new product Alerts4Dynamics to you. Alerts4Dynamics lets you schedule and manage alerts in Dynamics 365 CRM to notify users about the updates in CRM, due invoices, reminder to send quotes, etc. You can define target audience and send them priority based alerts via pop-ups, form notifications and emails. You can also view the log of read/dismissed alerts by users and also create alerts for multiple records by defining rules.

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