Open Source Add-on for MS Dynamics CRM: Generate Documents & Upload It to Cloud Storage

The Aspose AutoMerge is an open source add-on to be used with Microsoft Dynamics CRM. This add-on is capable of generating document using template and attaching them to Any Entity, Letter, sending emails, Generating Copy of document and upload document on cloud storage. Easily configure a workflow and generate documents from templates. Aspose .NET AutoMerge can be used with on-premises only. some of the features supported in this release includes Create Templates in Microsoft Word and Upload them in CRM, Create a Document in CRM using the templates, Allow users to Add OptionSet fields in the templates, Allow users to Add Lookup fields in the templates, Provide functionality to attach the generated document with letter, Provide functionality to attach the generated document with email, Provide functionality to attach the generated document to any entity, Provide functionality to send the email, Provide functionality to create a copy of document, Upload the document on Cloud Storage and Delete document when not required (usually used after uploading to Cloud or sending via email). This Add-on is provided in form of a solution. Easily download and install the solution on your CRM Organization and use it.
Installing Aspose .NET AutoMerge

• Install Aspose.Words.dll in GAC on the CRM server.
• Open Visual studio command Prompt as administrator and browse to the location of Aspose.words.dll and Write the following command to install the library in GAC. “gacutil -i aspose.words.dll”.
• Download the Solution File.
• Open CRM and go to Import Solution.
• Click Browse and select the downloaded solution file and click next.
• Click Next and wait for the solution to import.
• Click close when the solution is imported successfully.

Using Aspose .NET AutoMerge
This section shows how Aspose .NET AutoMerge can be used with a workflow.

• Open Settings -> Processes within CRM and hit New.
• Enter Name and Entity and select category as Workflow. (Make sure your template is designed for the same entity you have selected.)
• Use the window to create your own workflow.
• If you want to use “Aspose AutoMerge” functionality Go to Add Step – > Aspose AutoMerge

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More About Aspose

Aspose offers a powerful set of file management components with which developers can create applications which can open, edit, create and save some of the most popular business file formats. Supported formats include Word documents, Excel spreadsheets, PowerPoint presentations, PDF documents, and Microsoft Project files. Tools allow developers to perform OCR, work with images, create and read barcodes and perform many other document conversion and management tasks. Aspose produce components for .NET, Java and SharePoint, as well as rendering extensions for SQL Server Reporting Services and JasperReports exporters.

• Download for Microsoft Dynamics CRM 2013
• Download for Microsoft Dynamics CRM 2015
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