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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / How to Send Word Templ...
Service | Customer Service, Contact Center, Fie...
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How to Send Word Template With Automatically Generate PDF Using Adobe Sign-In Request Signature Agreement.

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Posted on by Vijay Dantani 5

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.

pastedimage1631261959303v1.png

if you are click On Click Request Signature then its is automatically Creating New Agreement for current Opportunity and email is Opportunity Contact Lookup.

pastedimage1631262854437v1.png

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

I have the same question (0)
  • Community Member Profile Picture
    Community Member on at
    RE: How to Send Word Template With Automatically Generate PDF Using Adobe Sign-In Request Signature Agreement.

    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 

  • Vijay Dantani Profile Picture
    Vijay Dantani 5 on at
    RE: How to Send Word Template With Automatically Generate PDF Using Adobe Sign-In Request Signature Agreement.

    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.

    pastedimage1631604934402v1.png

    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

  • Vijay Dantani Profile Picture
    Vijay Dantani 5 on at
    RE: How to Send Word Template With Automatically Generate PDF Using Adobe Sign-In Request Signature Agreement.

    Please give me the solution

  • Community Member Profile Picture
    Community Member on at
    RE: How to Send Word Template With Automatically Generate PDF Using Adobe Sign-In Request Signature Agreement.

    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

    MS CRM: How to convert word template into pdf using Microsoft Flow – Dynamics 365 CE/Power Platform, PowerApps, Power Automate, Azure by Vishal Grade

    Generate Document Templates in CDS using Flow · BGBS Portal (briteglobal.com)

    Generating Dynamic Documents for Dynamics 365 using Power Automate – Dynamics Back Page (wordpress.com)

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