Word template document to pdf conversion does not pick up dynamic content in Flows

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Posted on by tanay@D365

Requirement - to create a summary of a record in pdf format and save in SharePoint

Problem : document generated from the word template shows data only when viewed on MS Word online, when downloaded , the word template XML tags appear, this does not happen when running the word template manually from CRM

Options explored :

Word template - does not convert to PDF correctly , retains the template tags
Adobe connector for flows - requires license
Custom code using Itextsharp and Word libraries - not preferred , trying to keep it low code
Use an html template and replace the tags with dynamics values (preferred option)

At the moment option 4 is my preferred option if the template need not be changed by business users , any suggestions of working solutions other than the ones mentioned above would be really helpful

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flavia.takushi on at

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RE: Word template document to pdf conversion does not pick up dynamic content in Flows

Hi tanay@D365,

Please try adding some seconds of delay between Word template creation and PDF file generation in Power Automate.

Try 30 seconds for example in order to have enough time to have all fields filled and word file created.

For more information please check: docs.microsoft.com/.../wait-conditions.