Hello… We have a requirement from our client where we need to do the following in Dynamics CRM Online:
- Create a templated word document
- On click of a button, use the templated word document above and create an instance of the document with dynamic data from CRM.
- Convert the Word document to PDF.
Below are the solutions that we found:
- We can create a word document template in Dynamics CRM out of the box.
- After some research on your website, we found that we can use Aspose.Words for Cloud product to satisfy the third requirement.
However, we are still unsure about if we can use Aspose product to satisfy the second requirement. Any help is appreciated.