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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Generate word dynamic ...
Customer experience | Sales, Customer Insights,...
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Generate word dynamic template into a customer event journey campaign and send it to attendess by email

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Posted on by Franck Blanchard 70

Hello,

I have a marketing customer journey based on a EVENT with attendees.

I wish to générate a word document with event data (from word template) and send it by email to all event attendees.

Is there any way to do that ?

I find a way to create a workflow to generate a word template but i don't how how to find the document and link it to the email...

Thanks for your help

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Franck,

    You mentioned that "I find a way to create a workflow to generate a word template".

    Is this it? using SetWordTemplate to generate and store it in the notes.

    How to Auto Generate Word Templates through a Workflow using a Custom Action | PowerObjects (hcltech.com) 

    If you want to send it by email, you can refer following links, try to use another workflow or flow to send email:

    Auto Generate Word Template in Dynamics CRM 2016 and attach in Email - Scaleable Solutions

    (+) Need to automatically download word template and initiate an email - Dynamics 365 General Forum Community Forum

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