Home
> CRM 2016 > CRM 2016 Document Generation – Enable Developer Tab and Add repeated rows in word file
CRM 2016 Document Generation – Enable Developer Tab and Add repeated rows in word file
Document Generation is a new feature introduced in CRM 2016. Document Generation simplifies converting your CRM data to either Word or Excel documents.
Below are the steps to
- Download Template
- Configure Template
- Upload Template
- Generate Document.
Download the Document Template
- Navigate to ‘Settings -> Templates’
- Choose ‘Document Templates’
Create Document Template
- Click ‘New’ button
- Choose the type of document (Excel\Word) and choose entity
New Template
- Select the Related entities, if you want to populate your Document with data from related entities too. I chosen ‘Contact’ in this example.
Choose related entities
- Once you download the template you can open and create a template by mapping the fields from CRM.
- But what if you don’t find the ‘Developer’ tab?
Document Template – No Developer Tab
Steps to enable ‘Developer’ tab
- Open the word document
- Go to File -> Options -> Customize Ribbon
- Select the ‘Developer’ option and click ‘Ok’
Download Template – Enable Developer tab
- Once you get ‘Developer’ tab on Word document, choose ‘XML Mapping’ pane and choose “urn:microsoft-crm/…../{entity_name}/1/”
XML Mapping Pane
Configure Document Template
- In this example, I am going to configure a Document Template with Account details along with all associated Contacts.
- To add Account Name choose ‘Name’ from ‘XML Mapping’ pane and right click and choose ‘Plain Text’.
Map Account Name
- If you have to display multiple rows (i.e., Contacts of an Account record) add a table and map fields from ‘Contact’.
Configure Document Template
Upload Document Template
- Once you are done with content preparation, save the document and upload back to CRM using ‘UPLOAD TEMPLATE’.
Upload Template
- I name my Document Template with ‘Account_Venilla’.
Save Document Template
- We are done with configuring ‘Document Template’. Next step is generate the document from the Entity.
- We can also upload ‘Document Template’ through SDK using ‘DocumentTemplate‘ class.
Document Generation
- Open Account record
- Select ‘Word Templates -> {Document_Template_Name}’
Document Generation
- Download the document and open.
- You would see some thing as below
Generated Document
🙂
Categories: CRM 2016
CRM 2016, Document Generation
Rajeev Pentyala - Microsoft Power Platform 
Yes, generating documents or Mail Merge from CRM 2016 is a feature that has stood the best of time. Sometimes this process can be more time consuming; users might prefer due to the feature’s reliance on the Mail Merge functionality of Microsoft Word.