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In the projects view I see all the related documents to a project on the Documents view. These documents are of course stored on the related sharepoint site, that is well set up.
Then I want to create a new document, based on what project I'm at right now. Here's how it is:
When I create this new document, it creates a new one based on a name that I must add and there will be a new blank document on my sp. Good.
I'd like to have this document named automatically based on the project I'm in, and also the new document should be based on a template.
Is this possible? If so, how? I know that I can upload templates, then download them and upload to the document library of this project, but that involves the step of downloading the template to the computer which I don't want to.
Should you have any ideas, thank you.
'New' button comes from SharePoint and you can add your templates to that list under New:
You should be able to rename documents using Flow:
but it would not be instantaneous.
This web service may also be useful: docs.microsoft.com/.../msdyn_getofficegroupforentity.
I hope it may help. I have not tried it myself...
You could also try a different approach.
You could create a Word document template in D365 CE using a third party tool (Documents CorePack, xpertdoc etc.). Those tools let you specify the name for the document generated from the template based on metadata such as project name. You could also specify where the document should be saved.
So when a project is created, a document library gets created and your third party tool can create documents based on templates, use project name in document's name and save your file on SharePoint.
Sounds like an easier approach.
I added the template to the corresponding sharepoint site (the document library page for said project), and it is visible and possible to be used there, but it doesn't show up when trying to add new document to the project in D365. I don't know if it needs time to be presented there, but it should be instantaneous I guess. Until I can get that done, I can't try the other solutions. Any idea on why it's not presented there? Thanks :)
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