Hello Good Afternoon All Of You,
I hope you are all well.
I have integration Adobe Sign-In with MS Dynamic CRM.
After the Adobe Sign-In Integration with MS Dynamic CRM this two option are automatically available Request Signature and Send Report For Signature.
if you are click On Click Request Signature then its is automatically Creating New Agreement for current Opportunity and email is Opportunity Contact Lookup.
but my question is how to Opportunity Word Template Automatically Set with PDF in New Agreement File Attachment.
Please help me.
Many Thanks..............
Thanks & Regards,
Vijay M. Dantani
Hi Vijay,
If you don't want to convert word template to PDF with Export TO PDF, you can generate it with power automate.
You can refer following links for more details:
Convert Word to PDF using Power Automate – Optimal Logics
Generate Document Templates in CDS using Flow · BGBS Portal (briteglobal.com)
Please give me the solution
Hello Leah Ju,
Thank you Very much for give me the solution but sorry i was forgot to one main point. How to personal Word Document Get and convert into PDF.
Above Screen shot Test Opportunity is a My Custom Word Document and How to get and convert into PDF Without Export TO PDF.
Many Thanks..............
Thanks & Regards,
Vijay M. Dantani
Hi Vijay,
You can refer following links:
(+) How to Attach Word Template to Notes of record Automatically - Microsoft Dynamics 365 Community
(+) Sending Email with entity attachment from Notes - Microsoft Dynamics CRM Community
Auto Generate Word Template in Dynamics CRM 2016 and attach in Email - Scaleable Solutions
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