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 ParametersOutput Parameters
ActionNameTypeNameType
ExportWordDocumentEntityTypeCodeInt32WordFileByte[]
SelectedRecordsString  
SelectedTemplateEntityReference  
UploadDocument   ContentByte[]None 
OverwriteExistingBoolean  
EntityEntity  
ParentEntityReferenceEntityReference  

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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