In our previous blog post we covered how to create a custom Microsoft Word template to generate Customer Ready Quote using Document Generation feature introduced in Dynamics CRM 2016. In this blog post, we will see how to auto generate Word Template and most importantly, how we can send auto generated Word Template as an attachment in Email.
Here are some practices which developers can adopt to write efficient Dynamics CRM Plugin. 1. Entity Check Always check if the plugin is fired from your target entity e.g if you want your plugin to be executed from the Account Entity you can specify following check to ensure that. 2. Write Plugins that execute
Microsoft Dynamics CRM store Date/Time fields after converting them into UTC format. Each user has a Time Zone Code associated with their user settings. There is already a request named “LocalTimeFromUtcTimeRequest” to convert UTC time into the user time zone. We have to pass DateTime in UTC, TimeZoneCode (Which we can