Generate a document from a word template in Dynamics to SharePoint with Power Automate

(0) Share

Report

Posted on by dsammied

I want to generate a word document or even a PDF automatically through power automate and saved to SharePoint.

I have the same question (0)

All responses (5)

Answers (0)

Suggested answer

meelamri 13,216 User Group Leader on at

Like (0)

Report

RE: Generate a document from a word template in Dynamics to SharePoint with Power Automate

Hi,

Please refer to this blog: https://www.briteglobal.com/blogs/community/generate-document-templates-in-cds-using-flow/

The blog explains an approach that involves storing the generated document in OneDrive. You need to change this method by using Sharepoint Connector instead.

Good Luck !!

Was this reply helpful? Yes No
dsammied on at

Like (0)

Report

RE: Generate a document from a word template in Dynamics to SharePoint with Power Automate

Thank you, is there a way to view this from Dynamics?

Was this reply helpful? Yes No
meelamri 13,216 User Group Leader on at

Like (0)

Report

RE: Generate a document from a word template in Dynamics to SharePoint with Power Automate

Hi,

Can you give more details please?

Was this reply helpful? Yes No
dsammied on at

Like (0)

Report

RE: Generate a document from a word template in Dynamics to SharePoint with Power Automate

So I can have a table in Dynamics which enabled for documents to be exported to Sharepoint when I click the 'Export to PDF' button, which is enabled.

Is there anyway I can automate this process. So the user can click a button and the document is automatically created and stored in SharePoint and can be view the document from Dynamics form in a documents location subgrid.

Was this reply helpful? Yes No
Suggested answer

meelamri 13,216 User Group Leader on at

Like (0)

Report

RE: Generate a document from a word template in Dynamics to SharePoint with Power Automate

I understand your need better. Indeed, it requires no effort on your part. This functionality already exists in Dynamics for sales:

docs.microsoft.com/.../save-standardized-pdf-documents-dynamics-365-sales-or-sharepoint

Was this reply helpful? Yes No