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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Automate Word Template...
Customer experience | Sales, Customer Insights,...
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Automate Word Template Creation in Orders

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Posted on by DanOsgood 55

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.

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  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at
    RE: Automate Word Template Creation in Orders

    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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