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Need to automatically download word template and initiate an email

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Posted on by 810

I want to download template automatically and send email. Any ideas.

  • RE: Need to automatically download word template and initiate an email

    Thank you so much you made my work easy!

  • Ravi Fulani Profile Picture
    Ravi Fulani 810 on at
    RE: Need to automatically download word template and initiate an email

    Hi There,

    i was able to send things in email but the problem is In email I am not able to open the word doc, it is saying file corrupted.

    While from notes when i download and open it, I am able to open it.

    Thanks

  • Verified answer
    Community Member Profile Picture
    Community Member UG Leader on at
    RE: Need to automatically download word template and initiate an email

    Hi Ravi,

    As the link that Nishkarsh provided mentioned, the above workflow creates a Note with an attachment, and the note will appear in the timeline of the record.

    pastedimage1613468658084v4.png

    Also, you mentioned that you want to send email with the template that downloaded, right?

    So you need use flow to send email with attachment(word template).

    1.Go Power Automate(https://us.flow.microsoft.com/en-us/ ) to create an automated flow.

    pastedimage1613468441344v1.png 

    2.Set trigger.

    pastedimage1613468495863v2.png

    3.Add 'Condition'.

    pastedimage1613468616660v3.png

    4.Add 'Sen email' under 'Yes' branch:

    pastedimage1613468885702v5.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Verified answer
    Nishkarsh Vaish Profile Picture
    Nishkarsh Vaish 335 on at
    RE: Need to automatically download word template and initiate an email

    Hi,

    It can be done using System workflow where you can use SetWordTemplate action and then trigger mail with that document. Below link will be helpful.

    powerobjects.com/.../

    Thanks

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