The Aspose AutoMerge is an open-source add-on to be used with Microsoft Dynamics CRM. This add-on is capable of generating documents using the template and attaching them to Any Entity, Letter, sending emails, Generating copies of the document, and upload documents on cloud storage. Easily configure workflow and generate documents from templates. Aspose .NET AutoMerge can be used with on-premises only.
Features in this Release
This release supports the following features.
- 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.
- Delete document when not required (usually used after uploading to Cloud or sending via email).
This add on will work with all versions of Microsoft Dynamics CRM 2013 and 2015.
Downloading Aspose .NET AutoMerge
This Add-on is provided in form of a solution. Easily download and install the solution on your CRM Organization and use it.
You can download the latest solution for Microsoft Dynamics CRM 2013 at:
- Download from CodePlex.
- Download from GitHub.
- Download from BitBucket.
- Download from SourceForge.
- Download from Code.MSDN.
You can download the latest solution for Microsoft Dynamics CRM 2015 at:
- Download from CodePlex.
- Download from GitHub.
- Download from BitBucket.
- Download from SourceForge.
- Download from Code.MSDN.
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
Here you will see all available options to use with Aspose AutoMerge:
- Create Document
- Attach To Email
- Attach To Letter
- Attach To Entity
- Send Email
- Generate Copy of Document
- Save To Cloud Storage
- Delete Temp Document
Please find full details of using these steps at:
Video
Please check this video to see it in action.
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