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Generate PDF from Dynamics Word Template and show in Portal

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Posted on by Dy365Fan

I have a Word-Template for a custom entity where Dynamics User can generate a Word Document from record. I have a Portal where customer can see her own records from this custom entity.

Is there a way to generate a pdf-document from chosen record in Portal (like: click on "Download PDF" )? Can i use the existing Word Template from Dynamics, or must i build a own solution for the portal to achieve that? If yes, I would be happy to receive suggestions.

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Pankaj Gogoi 3,177 on at

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Hello,

Please check if the OOB Convert to PDF works for you.

https://community.dynamics.com/365/b/dynamics-365-goddess/posts/dynamics-365-sales-generate-pdf-from-word-templates

Here are few articles to convert to PDF using Flow.

https://dynamics365blocks.wordpress.com/2018/10/12/ms-crm-how-to-convert-word-template-into-pdf-using-microsoft-flow/

https://alphabold.com/convert-word-to-pdf-file-using-microsoft-flow-in-dynamics-365/

You can also use iTextsharp

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/232979/convert-the-word-document-to-pdf-in-custom-workflow-activity-or-plugin/637485

https://www.inogic.com/blog/2018/12/automate-dynamics-365-crm-word-templates-export-word-pdf-new-workflow-feature/

Hope this helps

Best Regards

PG

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Dy365Fan on at

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Hi Pankaj G

thx for your reply, but we use dynamics customer service not the sales modul, there is no oob pdf generator yet. Besides, that wasn't the question ;)

The other hints are good, but also not that what i asked. Generating the pdf dokument in dynamics is not the problem (we could stay with the word document). I need the document generate in the portal. It does not have to run with the Word template from Dynamics (that was just an idea).

The requirement is: A button in Portal (not in Dyncamics) to download a record from entity-list as a document-typ (pdf or word). Like i show in the screenshot on the first post.

Unfortunately I can't find anything on the internet for this requirement...

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Community Member on at

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Hi Dy365Fan,

Thanks for sharing your post above. I am running into similar requirements for a client, and wonder if you have managed to find any solutions since your last post above.

Would kindly appreciate any pointers.

Thank you!

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Dy365Fan on at

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Hi D365_Eric

Unfortunately not. If i solve the problem i will post here, but my focus are on other requirements and tasks. But this requirements are still open - hope someone else have a hint ^^

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Defendant 5 on at

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First of all, I must say I am really curious where did you get a word-template for a custom entity where dynamics users can generate a word document from the record? Unfortunately, I don't know if there is a way to generate a pdf-document from the chosen record in the portal, and I'm not sure that you can use the existing word template from dynamics, so I suppose you will have to build your own solution for the portal to achieve that. Most of the time I just use https://pdf-ocr.com to convert my pdf files to word, but I wish you good luck and let us know how did you handle the situation, if possible.

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CRMJetty 3,512 on at

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Hello,

pls refer this article,

https://2die4it.com/2019/08/20/generate-pdf-from-document-templates-in-cds-dynamics-365-ce-using-native-web-api-with-flow/

https://d365goddess.com/dynamics-365-sales-generate-pdf-from-word-templates/

https://flow.microsoft.com/en-us/blog/convert-pdf-with-microsoft-flow-nov-2018/

I hope it helps,

Thanks.

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365

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urklnme 439 on at

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It is January 2022. Anyone find a solution for this?

There is a video by Megan Walker where she displays previously created Invoices related to Accounts on the portal. It think it is brilliant.

I will be trying to adapt parts of her technique for a portal only solution. It's all guess work really.

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urklnme 439 on at

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Because I cannot call a PA Flow from an action on a list, I added a button for each row next to the actions dropdown on my list screen. The button calls a Power Automate flow with the id the entity on that row.

The PA Flow converts the fields of the entity into a MS Word doc using custome template I made. Then a Convert and a Create file makes the PDF. I then email the pdf to the (loggedin) user who clicked on the button. Hurray!! This works fine.

<rant>

However, what kind of web app would not offer the user the option of viewing the PDF? that would pretty lame IMO.

I just would not release an app like that. Microsoft for whatever reason does not handle this situation AT ALL!!

So I have to go to my customer and tell them it cannot be done. yeah that really is a kick in the teeth.

I mean even displaying images at all on the Portal is f%#!$*g nightmare. They spent millions? for us to be able to create SIMPLE web presences. Yeah that is how the rest of then internet works (oh sht I am coughing from laughing so hard).

I have no M$ support contract and no paid training. Frustrated and pissed. ( i know, get a better job LOL)

</rant>

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Dy365Fan on at

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For everyone who has a similar requirement. We bought DocumentCorePack and with this much better document creation tool (if-else, fetch, pdf, word etc.) you can easily trigger flows (DCP has a Flow Connector with API-Connection) that generate a PDF and attach it to the record in the portal. We have a MS Flow that create and attach a PDF documents after transmission in the portal

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urklnme 439 on at

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Duely noted. I do work for an institution, so I will have to get the ball rolling if I want to use that in the next 6 months LOL.

Thanks for the good information!

Also, I will be looking into if creating a plugin would serve me in this effort. I def need to learn that skill.

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