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I have a scenario for downloading pdf document to local computer from word template for a particular record in case entity.
Can that be achieved out of box or requires customization?
How can I achieve it? Can somebody help me please..
Hi Raju,
Maybe you need refer to the following links to generate PDF for case records automatically:
http://www.bwmodular.org/blog/real-time-pdf-generation-from-word-templates-in-dynamics-365
If you want to enable convert to pdf option for case then it is a CRM limitation.
But you can use Run report feature which will use SSRS report format.
Thank you,
Amit katariya
Thank you Amit.
May I know if SSRS reports can be used fill the data in the custom template(for a single record).
Thank Leah Ju.
But can that be achieved without saving the document in the notes entity and directly download in the local computer.
We can say that SSRS reports are advance level reports which can be used to customize the reports in micro level possible. You can add data of case as well as relates entity of case.
You can refer below article where you can see glimpse of SSRS reports
www.crmcrate.com/.../
In fact you can generate SSRS reports for each case record or record level.
You will see Run Report option on your case form. Once you publish SSRS report you will see that report under Run Report Button.
Amit Katariya
If you don‘t want to save the document in the notes entity, you can try to useWord Online (Business) connector.
https://powerautomate.microsoft.com/fr-fr/blog/generate-word-documents-in-your-flows/
But it's hard to download PDF document to local computer directly.
Maybe you can send email with the completed PDF file as attachment to yourself.
https://www.strategy365.co.uk/populating-word-document-with-microsoft-power-automate/
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