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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Export to PDF in Dynam...
Customer experience | Sales, Customer Insights,...
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Export to PDF in Dynamics 365

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Posted on by dsammied

I can export a word template to PDF and then its saves to Sharepoint.

My word document is named 'Customer Name and Reference number' which I want to be updated from the entity fields. (The name of the PDF)

Is there any way in which I can use power automate to update the 'name' of the PDF that is saved in Sharepoint which I can see in a grid from Dynamics 365 in Document locations.

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  • dsammied Profile Picture
    dsammied on at

    To Export to PDF I use the 'Export to PDF' button in the menu ribbon

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