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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Word Template with Pow...
Customer experience | Sales, Customer Insights,...
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Word Template with Power automate in timeline

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Posted on by dsammied

Hi

Firstly, I only have Dynamics 365 and do not have Sharepoint or Word for Business access (this is on a different tenancy)

I have a word template uploaded to the document templates. I want to use power automate to create a word document from an entity using this file and add it to the timeline. I can create a note, but how to I add or create my word document and add this to the timeline.

I can see how to do this in the classic workflow with SetWordTemplate but this doesnt work in Power Automate. 

Many thanks

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Word Template with Power automate in timeline

    Hi dsammied,

    You mean that you do not have Sharepoint or Word for Business access. 

    So you can create a custom Action that contains the SetWordTemplate as you have shown.  Once created you can call it from the Perform Bound Action step within a Flow.

    Invoke D365 OTB word templates from Power Automate – MG (wordpress.com) 

  • Inogic Profile Picture
    Inogic 651 on at
    RE: Word Template with Power automate in timeline

    Currently, the “SetWordTemplate” action is not available in Power Automate Flow, so you need to use classic workflow to use this action.

    Thanks!

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