Custom Data Sources

Received : 2007/12/26 13:52:05
Hi, I am evaluating Words for a very large global CRM implementation/doc merge function. I have some questions regarding mail merge:
Our data source is Microsoft CRM and we would like the end user to be able to create complex merge forms easily based on our full schema. What is the way to introduce custom data sources into the document at run time? Do we need to hardcode a datasource in a doc file for the user to be able to edit the template using Word?
What happens when the user clicks the Merge button in Word?
It would be great if I could get a pre sales technical contact to call. My number is 954-290-9134, company is Avanade.

This message was posted using Aspose.Live 2 Forum

Thank you for your interest in Aspose products. Unfortunately it is not quite clear for me what you would like to do.

  1. What did you mean when have said “introduce custom data sources into the document”? If you would like to dynamically insert mergefields into document then you can use something like this.
Document doc = new Document();
DocumentBuilder builder = new DocumentBuilder(doc);
builder.InsertField(@"MERGEFIELD ""Name"" ", "«Name»");
  1. I think yes, you should hardcode data source in a template.
  2. During executing mail merge all midfield is replaced with data.

Please let me know if you would like to know anything else.
Best regards.