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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.
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