Saving Generated Documents to SharePoint

Monday, December 31, 2018

Microsoft recently added functionality for one-click document generation to Dynamics 365. Although this is great functionality, it is a bit limited with regard to where it can save the generated document. Out of the box, we can add the SetWordTemplate action to a workflow, but that generates the document and saves it as an attachment to an annotation. What if you want to save it in SharePoint? We can accomplish this with a custom plugin.

Although Microsoft has added them to the online documentation, there are some actions available for us to call.

	Input Parameters		Output Parameters
Action	Name	Type	Name	Type
ExportWordDocument	EntityTypeCode	Int32	WordFile	Byte[]
	SelectedRecords	String
	SelectedTemplate	EntityReference
UploadDocument	Content	Byte[]	None
	OverwriteExisting	Boolean
	Entity	Entity
	ParentEntityReference	EntityReference

First, let's create some extension methods that will help us call these undocumented commands to generate either a Word or an Excel document.

if (typeof BGuidinger == "undefined") {
    BGuidinger = { __namespace: true };
}
if (typeof BGuidinger.Samples == "undefined") {
    BGuidinger.Samples = { __namespace: true };
}

BGuidinger.Samples.Sdk = {
    ExportWordDocument: function (templateId, entityType, entityId) {
        this.EntityTypeCode = entityType;
        this.SelectedRecords = "[ '{" + entityId + "}' ]";
        this.SelectedTemplate = {
            entityType: "documenttemplate",
            id: templateId
        };

        this.getMetadata = function () {
            return {
                operationName: "ExportWordDocument",
                operationType: 0,
                parameterTypes: {
                    "EntityTypeCode": {
                        "typeName": "Edm.Int32",
                        "structuralProperty": 1
                    },
                    "SelectedRecords": {
                        "typeName": "Edm.String",
                        "structuralProperty": 1
                    },
                    "SelectedTemplate": {
                        "typeName": "mscrm.documenttemplate",
                        "structuralProperty": 5
                    }
                }
            };
        };
    },
    UploadDocument: function (entityType, entityId, filename, content) {
        this.Content = content;
        this.OverwriteExisting = true;
        this.Entity = {
            entityType: 'sharepointdocument',
            id: '00000000-0000-0000-0000-000000000000',
            title: filename
        };
        this.ParentEntityReference = {
            entityType: entityType,
            id: entityId
        };

        this.getMetadata = function () {
            return {
                operationName: "UploadDocument",
                operationType: 0,
                parameterTypes: {
                    "Content": {
                        "typeName": "Edm.String",
                        "structuralProperty": 1
                    },
                    "OverwriteExisting": {
                        "typeName": "Edm.Boolean",
                        "structuralProperty": 1
                    },
                    "Entity": {
                        "typeName": "mscrm.sharepointdocument",
                        "structuralProperty": 5
                    },
                    "ParentEntityReference": {
                        "typeName": "mscrm.crmbaseentity",
                        "structuralProperty": 5
                    }
                }
            };
        };
    }
};

What's awesome about the UploadDocument action is we don't have to include a dependency on the SharePoint SDK (and deal with ILMerge...). This is the same action Dynamics 365 uses when you upload a document through the UI (check the network trace when you upload a document).

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