How to automate service reports for D365 Field Service | Part 2

Views (7)

dian74

2,477 Most Valuable Professional

Like(0)

Report

Last week I wrote part 1 of this article, where I am going to show you how you can use Power Automate to populate a word document with data from Dynamics 365, convert it into a PDF and attach it to an email message which will be emailed to the customer.
I created this Power Automate flow for the following Field Service scenario; when a work order’s system status is set to ‘completed’ the the flow will be triggered. Power Automate will query Dataverse for any related work order products and work order services that have a line status of ‘used’. (I don’t want to show any unused products or services on the document that I will be sending to the client.) I ended last week’s article with step 7 where I appended the work order products data to a variable array so I am going to pick it back up again at step 8, where we will be querying Dataverse for the work order products. Read More

This was originally posted here.