Microsoft Azure Services

Document merge functionality

Dynamics 365 Sales and Azure Web API
Client based in U.S.A

The Challenge

The client wanted to create a single document composed of a document containing text and images, that they create and upload from the portal with a fixed text at the beginning and the end of this merged document.

The Solution

An API was created and hosted on Azure using Azure WebAPI service. We created two document templates in Dynamics 365; one for the starting part of the merged document and one for the ending part, both of which were to remain fixed. The API would bring the starting document template, join the uploaded document and join the ending part to create the final merged document.