Generate Word Documents for Multiple Records

Friday, April 15, 2016

Version 2016 Word Templates is a useful feature with one noticeable limitation – when generating a Word Template based document, only one target record can be selected. In many business scenarios, users would like to select multiple records (maybe after executing an Advanced Find query) and generate relevant document in one or two clicks. In this post, I’ll demonstrate a customization based solution for generating Word Template based documents for multiple business records. In a following post, I’ll supply a more generic solution which can be applied to any template/entity. Here is the final result – after implementing the...

Import Data to Microsoft Dynamics CRM 2011 – Using Import Template

Friday, July 20, 2012

Import Data to Microsoft Dynamics CRM 2011 – Using Import Template Microsoft Dynamics CRM 2011 simplifies the data import process using the Import Template. Using the Import Template allows users the skip the attributes mapping process, as the template contains the application attribute names and automatically identifies the imported entity. To download the the Import Template go the grid for the target entity, click the Import Data button sub menu and select ‘Download Template for Import’. After opening the downloaded file in Excel, notice all of the Entity attributes are represented as columns with the attributes...
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