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Microsoft Dynamics 365 | Integration, Dataverse...
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Create a word document with power automate in Dynamics 365

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Hi

I have a subgrid with a list of items in Dynamics 365. I want to select one of the items and then update a word document with the information from that item, using power automate.

I have a word document already created with all the fields added. I can't use SetWordTemplate in an Action because I can't see the relationship. I need to use power automate, but I'm not getting very far.

Any Help much appreciated.

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  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    >> I can't use SetWordTemplate in an Action because I can't see the relationship.

    Can you please be more specific?

  • Suggested answer
    Steve Zhao2 Profile Picture
    on at

    Hi dsammied,

    There is no way to directly use SetWordTemplate Action in power automate, since it's not supported by now.

    You need create another action to invoke it. Please check this thread:

    Solved: SetWordTemplate Action in Power Automate - Power Platform Community (microsoft.com)

  • dsammied Profile Picture
    on at

    I have tried using the SetWordTemplate in an Action and then in Power Automate as suggested, however, it will always select the first item in my list in the subgrid. I can't be specific about which item in the list to select.

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