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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.
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