web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / How can I generate a p...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

How can I generate a pdf from Dynamics 365 Sales Enterprise consisting of data from multiple entities

(0) ShareShare
ReportReport
Posted on by Jatinder38 5

Hello,

Is it possible to extract data from multiple fields associated with the contact entity and other custom entities and then generate a pdf using the same values.

I have tried the Power Automate- Populate a Microsoft Word Template connector to map the fields into a word template and then converting it into PDF which works fine, but for large no. of fields it seems as a very inefficient approach.

Please help me if an easy way to achieve the same is possible

I have the same question (0)
  • Suggested answer
    LuHao Profile Picture
    LuHao 40,892 on at

    Hi Jatinder,

    Since the PDF is generated by a Word template, we need to create a Word template with multiple entities participating, and then we can insert multiple entity fields in it.

    Please refer to this blog to know how to create a Word template: https://rocketcrm.co.uk/create-dynamics-365-word-templates/

    We need to select all required entities for the template. These entities must have a 1:N or N:1 or N:N relationship with the main entity.

    pastedimage1608714029068v1.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the January Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
Pallavi Phade Profile Picture

Pallavi Phade 102 Super User 2026 Season 1

#2
Abhilash Warrier Profile Picture

Abhilash Warrier 55 Super User 2026 Season 1

#3
ManoVerse Profile Picture

ManoVerse 47 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Welcome to the Microsoft Dynamics 365 forum!
Identifying an Org as CDS or Dynamics
Get batch job history log from D365 FO to Power Automate
Gross and Net Weight of Shipments feeding back into Sales Order (from External Source)

Product updates

Dynamics 365 release plans