Aspose Cloud AutoMerge v2

The Aspose 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, Generating Copy of document and upload document on cloud storage. Easily configure a workflow and generate documents from templates. Aspose Cloud AutoMerge can be used with CRM on-premises as well as CRM Online.
Major features of this Addon are:
  • 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.
This add on will work with all versions of Microsoft Dynamics CRM 2013, CRM 2015 and CRM Online.

Downloading Aspose Cloud AutoMerge

This Add-on is provided in form of a solution. Easily download and install the solution on your CRM Organization and use it.
You can download the latest solution for Microsoft Dynamics CRM 2013 at: You can download the latest solution for Microsoft Dynamics CRM 2015 at:

Installing Aspose Cloud AutoMerge

  • Download the Solution File.
  • Open CRM and go to Import Solution.
  • Click Browse and select the downloaded solution file and click next.
  • Click Next and wait for the solution to import.
  • Click close when the solution is imported successfully.

Using Aspose Cloud AutoMerge

This section shows how Aspose Cloud AutoMerge can be used with a workflow.
  • Open Settings -> Processes within CRM and hit New.
  • Enter Name and Entity and select category as Workflow. (Make sure your template is designed for the same entity you have selected.)
  • Use the window to create your own workflow.
  • If you want to use “Aspose AutoMerge” functionality Go to Add Step – > Aspose Cloud AutoMerge
  • Here you will see all available options to use with Aspose AutoMerge:
    • Create Document
    • Attach To Email
    • Attach To Letter
    • Delete Temp Document
    • Send Email

Create Document

Select this option to create a new document based on the template.
  • Give a meaningful name to the step.
  • Hit Set Properties to define the settings.
  • Enable Logging: It will log all the steps performed by the plugin. (we leave this functionality to be fulfilled by the user themselves in the source code, If you would like to use our Log functionality un-comment the code in Log function)
  • Product URI: This contains the cloud product URI through which all the requests are processed.
  • App SID: It is the application AppSID From the Cloud storage of Aspose.
  • App Key: It is the App password Key from the cloud storage of Aspose.
  • Document Template: Use this lookup field to select Template. This template would be the base of your generated document.
  • Delete Template From Cloud Storage: If you already own Aspose License for Aspose.Words use this attribute to use the license to generate full version of the document.
  • Delete Generated Document From Cloud Storage: If you already own Aspose License for Aspose.Words use this attribute to use the license to generate full version of the document.
Please Note that the document is generated at this stage and attached to the Primary record of the workflow. (In this case, created document is attached to the Contact)

Attach to Email

Select this option to attach the created document to an email. This step is used with combination of "Send Email" described below. Please notice that you can select an existing email as well as you can create an email within your workflow.
  • First Create an email message within workflow.
  • Set some properties for the email.
  • Add Step to Attach to Email and Give a meaningful name.
  • Hit Set Properties to define the settings.
  • Enable Logging: It will log all the steps performed by the plugin. (we leave this functionality to be fulfilled by the user themselves in the source code, If you would like to use our Log functionality un-comment the code in Log function)
  • Email: Use this lookup to select an already created email. (The email can be from existing emails or created email under the same workflow)
  • Attachment: Select the created Output Attachment file to attach to the email.

Attach To Letter

Select this option to attach the created document to a letter. Please notice that you can select an existing letter as well as you can create a letter within your workflow.
  • First Create a letter within workflow.
  • Set some properties for the letter.
  • Add Step to Attach to letter and Give a meaningful name.
  • Hit Set Properties to define the settings.
  • Enable Logging: It will log all the steps performed by the plugin. (we leave this functionality to be fulfilled by the user themselves in the source code, If you would like to use our Log functionality un-comment the code in Log function)
  • Letter: Use this lookup to select an already created letter. (The letter can be from existing letters or created letter under the same workflow)
  • Attachment: Select the created Output Attachment file to attach to the letter.

Attach To Entity

Select this step if you want to attach the document to any record. Attach to any record works same like Attach to Email/Letter.
  • Enable Logging: It will log all the steps performed by the plugin.
  • Attachment: Select the created Output Attachment file to attach to the Entity.
  • Entity Logical Name: Provide the logical name of the Entity here. (Like: account, contact, lead etc)
  • Record Id: Provide the Record Primary GUID here to which the document is attached. Please note that it will not create a copy of document but attach the provided document directly.

Send Email

Use this step to send the email, this is used with the Attach to Email step where the document is attached
with the email and sent.
  • Enable Logging: It will log all the steps performed by the plugin.
  • Email: select the email you want to send.

Generate Copy of Document

Use this step to generate a copy of Document. It is usually used when you want to keep the document with the primary record as well as attach it under any other record.
  • Enable Logging: It will log all the steps performed by the plugin.
  • Attachment: Select the generated document.

Delete Temp Document

Select this step if you want to delete the generated document from the primary entity.
  • Give name to the step.
  • Hit set properties to define the settings
  • Enable Logging: It will log all the steps performed by the plugin. (we leave this functionality to be fulfilled by the user themselves in the source code, If you would like to use our Log functionality un-comment the code in Log function)
  • Attachment: Select the created Output Attachment file.

Video

Please check this video to see it in action.

Start a Free Trial Today

Start a free trial today – all you need is to sign up with the Aspose for Cloud service. Once you have signed up, you are ready to try the powerful file processing features offered by Aspose for Cloud.

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Last edited Apr 17, 2015 at 10:48 AM by asposemarketplace, version 3