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XML Mapping for calculation part in the word template for generating pdf.

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Posted on by CU02061946-0

Hi All

I have a question, Can we do percentage calculation and also from the result have to subtract a static value and show the result in the word template which we use for generating pdf in the dynamics 365. Please any guidance video or blog or ideas are appreciated. I was doing R&D, the calculation part is not possible it seems. Please give your inputs. If additional details, I will share it.Thanks

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Muhammad Shahzad Sh... 2,373 Most Valuable Professional on at

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1. Add Calculation Fields to your entity:
   - ‘tmp_Percentage’ (Decimal)
   - ‘tmp_FinalValue’ (Decimal)

2. Create Power Automate Flow:

   When record is selected for document generation
   -> Calculate percentage
   -> Subtract static value
   -> Update tmp_FinalValue
   -> Generate document

Resources:

Microsoft Docs: Word Templates

Note: Native Word templates have limited calculation capabilities. For complex scenarios, pre-calculation via Power Automate or plugins is required. Would you like specific implementation details for any approach?

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CU02061946-0 6 on at

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Hi Muhammad!!

Thanks for your reply. But without adding the fields in the crm, by using the formula option in the word Template. Can we achieve this calculation? I tried using the formula option in the template. When I try to generate the word template. Its coming as zero value not as a calculation.

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