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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Automating CRM Word Te...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Automating CRM Word Template Generation

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Posted on by Aya Attari 72

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.

Goal

When a record is created/updated in a custom table:

  1. Generate the Word document using the CRM Document Template (it works fine when printed manually from CRM).

  2. Save the generated DOCX to a dynamic SharePoint folder.

What we tested

  • Word Online (Business) – Populate Word Template → flow hangs / GetFileSchema errors/timeouts.

  • Perform a bound action (Dataverse) → no bound actions available for this custom table.

Question

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.

Categories:
Dynamics 365 general
I have the same question (0)
  • Suggested answer
    Jimmy Passeti Profile Picture
    Jimmy Passeti 849 Most Valuable Professional on at
    Hello,
     
    There are two simple ways to do this.

    1 - Populating a Word template

    2 - Using the Dynamics Word template.
     
    Regards,
    Jimmy Passeti | Microsoft MVP
    ✅ Please mark as Verified if this answered your question!
     

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