Finding Document Templates for Entities in Dynamics 365 – Part 2: Publishing your Control

In our previous post, we discussed a Dynamics 365 client had a need to add a new button to the to an entity’s ribbon that allowed for the client to: open a popup window, select a document template designated for the entity, generate a document based on the template, and add it to the the entity’s annotations It was focused on creating the page to … Continue reading Finding Document Templates for Entities in Dynamics 365 – Part 2: Publishing your Control

Finding Document Templates for Entities in Dynamics 365 – Part 1: Creating the Control

Show us the Document Templates! Recently, a Dynamics 365 client had a need to add a new button to the to an entity’s ribbon that allowed for the client to: open a popup window, select a document template designated for the entity, generate a document based on the template, and add it to the the entity’s annotations There is tremendous value in this flow in … Continue reading Finding Document Templates for Entities in Dynamics 365 – Part 1: Creating the Control