Documentation is always a challenge when you’re busy working on many projects at a time. I found a great documentation assistant on the MSDN Code Gallery web site that allows you to download Form Reporter Files. This solution greatly simplifies the documentation process.
The solution requires Microsoft Office 2007 in order to properly function. In addition, the install requires a reboot, so be sure to restart your computer after installation.
Follow this link, and you’ll be taken directly to the URL to download the assistant:
http://code.msdn.microsoft.com/mscrm4formreporter/Release/ProjectReleases.aspx?ReleaseId=1834
After completion of the Form Reporter download, follow these steps to configure the solution:
1. After the installation and a reboot of your computer, you will have a new program. From your Start Menu, select Programs, and navigate to MSCRM Form Reporter.
2. After clicking MSCRM Form Reporter, a new from will open (see below).
3. Select your customization file by clicking Select and locating the file (see first illustration below) and clicking Open (see second illustration below).
4. Next select your language, and then click Save to…
5. A new window will open. Select the location of where you want to save your file, name your file, and then click Save.
6. Select the Open document when finished option if you would like, and click on Generate Document.
7. After the generation is complete, your document is finished. You can now close Form Reporter.
To insert a Table of Contents into the Microsoft Office Word document, navigate to the References tab on the menu bar, and click on Table of Contents.
This will open a drop-down menu, allowing you to select from a collection of standard pre-created formats. Select one, and it will be inserted into your document.
