asposemarketplace
released this
15 Apr 19:07
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since this release
The Aspose Cloud AutoMerge is an open source add-on to be used with Microsoft Dynamics CRM. This add-on is capable of generating document using template and attaching them to Any Entity, Letter, sending emails and Generating Copy of document. Easily configure a workflow and generate documents from templates. Aspose Cloud AutoMerge can be used with CRM on-premises and CRM Online.
Major features of this add-on are:
This release supports the following features.
- Create Templates in Microsoft Word and Upload them in CRM.
- Create a Document in CRM using the templates.
- Allow users to Add OptionSet fields in the templates.
- Allow users to Add Lookup fields in the templates.
- Provide functionality to attach the generated document with letter
- Provide functionality to attach the generated document with email
- Provide functionality to attach the generated document to any entity.
- Provide functionality to send the email.
- Provide functionality to create a copy of document.
- Delete document when not required.