Microsoft Dynamics 365 offers the flexibility to create the Microsoft word document that pulls the data from selected CRM entity records, consolidate it automatically and convert it into a pleasing document. In real world MS Dynamics 365 applications, this Document Generation functionality can be used for automated generation of sales quotes, invoices, information summaries and other relevant chronicles.
This blog encompasses end-to-end process of executing Document Generation in Microsoft Dynamics 365 in three steps:
 Document Template Configuration
 UI for the end user
 Implementation of CRM Plugin