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Generate PDF from Dynamics Word Template and show in Portal

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Hi

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.

pastedimage1597399698947v1.png

  • urklnme Profile Picture
    urklnme 437 on at
    RE: Generate PDF from Dynamics Word Template and show in Portal

    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.

  • Dy365Fan Profile Picture
    Dy365Fan on at
    RE: Generate PDF from Dynamics Word Template and show in Portal

    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

  • urklnme Profile Picture
    urklnme 437 on at
    RE: Generate PDF from Dynamics Word Template and show in Portal

    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>

  • urklnme Profile Picture
    urklnme 437 on at
    RE: Generate PDF from Dynamics Word Template and show in Portal

    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.  

  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,508 on at
    RE: Generate PDF from Dynamics Word Template and show in Portal

    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

  • Defendant Profile Picture
    Defendant 5 on at
    RE: Generate PDF from Dynamics Word Template and show in Portal

    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.

  • Dy365Fan Profile Picture
    Dy365Fan on at
    RE: Generate PDF from Dynamics Word Template and show in Portal

    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 ^^

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Generate PDF from Dynamics Word Template and show in Portal

    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!

  • Dy365Fan Profile Picture
    Dy365Fan on at
    RE: Generate PDF from Dynamics Word Template and show in Portal

    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.

    pastedimage1597435769114v1.png


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

  • Pankaj Gogoi Profile Picture
    Pankaj Gogoi 3,177 on at

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