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I have created and uploaded into Dynamics 365 Sales Professional a Word template called "Order Build". When I select an order I can select this template and export the order in the desired format. I am trying to automate this process using Power Automate (Flow). The document I created has many of the summary fields of the Order, but it also has a list of products.
Again, the export works perfectly when I manually select it from the order. I want to export it from Flow.
Hi,
Thank you for your query.
Please see following posts:
How to Automate Document Creation in Microsoft Dynamics 365 | Encore Business Solutions
Generate Document Templates in CDS using Flow · BGBS Portal (briteglobal.com)
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