在Microsoft Dynamics CRM 2013上以编程方式生成邮件合并文档 [英] Generate Mail Merge documents programatically on Microsoft Dynamics CRM 2013

问题描述

是否可以通过Microsoft Dynamics CRM 2013以编程方式生成邮件合并文档?

Is there any way to generate a mail merge document programatically via the Microsoft Dynamics CRM 2013?

尝试通过后端的自定义插件生成邮件合并文档.

Trying to generate a mail merge document via a custom plugin in the back end.

然后，合并的文档将被发送到共享点.

The merged document would then be sent to sharepoint.

但是...在CRM SDK中找不到创建合并文档"功能，有人知道这样做的方法吗?

But... can't find a "Create Merged Document" feature in the CRM SDK, anyone know of a way of doing this?

提前谢谢！

推荐答案

就邮件合并文档而言，这是无法实现的，因为它们的开箱即用Dynamics CRM的工作方式-您需要在客户端上安装MS Word为了做到这一点，所以没有API.但是，您仍然可以通过执行以下任一操作来满足要求:

This can't be done with Mail Merge documents insofar as the way they work with out of the box Dynamics CRM - you need MS Word installed on the client in order to do this, so no API. However, you can still meet the requirement by doing one of the following :

• 编写工作流以检索报告，将其转换为文档并将其附加到共享点，例如 MSCRM加载项中的文档核心包. 2013版本为您提供了自动合并工作流程活动，该活动将自动生成文档并将其存储在为该实体预先配置的SharePoint库中.注意:模板不是通过传统的CRM方式创建的，而是通过使用MS Word插件(比Dynamics常规邮件合并功能提供更大的灵活性)创建的.
• 还有另一种名为 Xperido 的产品同样的事情，但我从未使用过.

• Write a workflow that retrieves a report, converts it to a document and attaches it to sharepoint like this
• Use a third party add-on Documents Core Pack from MSCRM Addons. The 2013 version provides you with an automerge workflow activity that will auto generate the document and store it in the SharePoint library you have pre-configured for that entity. Note: Templates are created not in the traditional CRM way, but rather by using a MS Word plugin (which gives you more flexibility than Dynamics normal mail merge functionality).
• There is another product called Xperido that looks like it will do the same thing, but I've never used it.

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