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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

Create Document Template

  • Click ‘New’ button
  • Choose the type of document (Excel\Word) and choose entity
New Template

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

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

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

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

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

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

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

Upload Template

  • I name my Document Template with ‘Account_Venilla’.
Save Document Template

Save Document Template

Configure Document Template - 4

  • 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

Document Generation

  • Download the document and open.
  • You would see some thing as below
Generated Document

Generated Document

🙂

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  1. March 23, 2016 at 12:01 PM

    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.

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