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Hi everyone,
I’m trying to automate generating a Word document from a CRM Document Template (Dataverse) and automatically save it to a specific SharePoint folder path.
When a record is created/updated in a custom table:
Generate the Word document using the CRM Document Template (it works fine when printed manually from CRM).
Save the generated DOCX to a dynamic SharePoint folder.
Word Online (Business) – Populate Word Template → flow hangs / GetFileSchema errors/timeouts.
Perform a bound action (Dataverse) → no bound actions available for this custom table.
What is the recommended and stable way to automate CRM Document Template generation for a custom table and save it to SharePoint?
Any guidance would be appreciated.
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