Discussing how to generate Excel documents in Dynamics 365 CRM using a non-documented “RenderTemplate” request. We also explore its uses in the native CRM environment, while overcoming sandbox isolation mode limitations within HTTP web requests. We also provide JSON format to successfully execute the requests.
Recently, we encountered a unique requirement, we needed to generate an Excel document based on a fetchXML query and an Excel document template within Microsoft Dynamics 365 CRM.
During our exploration, we stumbled upon a particular request that is available in Dynamics 365 CRM, but isn’t officially documented by Microsoft.
Hence, we decided to share this blog post, to assist those who may face similar challenges! We personally invested a significant amount of time in unraveling this process and understood the difficulties it can present.
As we delved into this task, we successfully executed it using the “RenderTemplate” OrganizationRequest, as demonstrated below:
var request...
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Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
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