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Auto Generate Word Template in Dynamics CRM 2016 and attach in Email

4 Comments

  • avatar

    soma shekar Reply

    Using workflow ,.. can you provide steps please …

    • avatar

      admin Reply

      Steps are same as mentioned above. We have done it for campaign entity. You can modify it for any any custom entity.

  • avatar

    somashekar Reply

    Can I generate the Word template for custom entity using workflow ?

    • avatar

      admin Reply

      Yes you can generate Word Template for custom Entity.

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