Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
I have created workflow to attach word document in notes section when quote is created. I'm using flow to convert note's attachment to PDF and send email with this attachment. following this link - https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/386320/convert-word-document-attached-with-note-to-pdf. I want this flow to be on demand because I want to call it when I click on custom button. So, It triggers when record is selected. Here, I'm getting error in file conversion.
Here's my flow:
I have tried to resolve it by following this -> https://powerusers.microsoft.com/t5/Building-Flows/Convert-Word-to-PDF-Word-Can-t-Open-Document/td-p/260057
But it didn't work. So my questions are: 1. Why I'm getting error in PDF Conversion? 2.In Send an email step, The file which we want to convert , how to get it in attachment section?
Thanks in Advance
1.For first question:” Why I'm getting error in PDF Conversion?”
At the beginning, I also meet the same error.
Then I resolve it with following way:
2.For second question:” In Send an email step, The file which we want to convert , how to get it in attachment section?”
You can add them as following screenshot:
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Thank you so much! It's working now.. Just one thing, In email, To section, How can we get account or contact email id. I tried Get record action(Account) -> In item Identifier i'm not able to get account unique identifier.
Actually i'm trying to send email to potential customer of quote.
Do you want get account or contact related to the selected Quotes?
The ‘Potential Customer’ field type is customer, which value from Account and contact two entities, so which type the quote selected is very import.
You can refer following steps:
1.Add ‘Get record’ step.
2.Add ‘initialize variable’.
3.Add ‘condition’ to add a split based on the entity type in the “Customer-Field” do either load a contact or an account.
4.fill email ‘To’ field with the ‘email address’variable value.
Thanks for helping me out ! It worked gracefully.
Can we set name of attachment file dynamically? Like, Suppose Quote Id is Q-123-XYZ then, can we set this quote ID as a file name which we are attaching in email?
ok. So, I have achieved this using Move or Rename a file using path.
Business Applications communities