Version: Classic

Dynamics CRM Integration

This document feature provides the ability to upload documents directly from Word to Dynamics CRM.

Configuration:

<Configuration>
  <BaseUrl>http://mycrm.local/</BaseUrl>
  <OrganizationName>org</OrganizationName>
  <Annotation>
    <SubjectSource>//Text[@id='DocParam.Subject']</SubjectSource>
    <NoteTextSource>//Text[@id='DocParam.Notes']</NoteTextSource>
    <FileNameSource>//Text[@id='DocParam.FileName']</FileNameSource>
    <ReferenceObjectTypeNameSource>//Value[@key='CRMObject.EntityTypeName']</ReferenceObjectTypeNameSource>
    <ReferenceObjectIdSource>//Value[@key='CRMObject.ID']</ReferenceObjectIdSource>
  </Annotation>
  <ShowDialog>true</ShowDialog>
</Configuration>