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Session Id : Ltv+yWz1HpeztFlCM6Ykdg
Microsoft Dynamics 365 | Integration, Dataverse...
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Populate a Microsoft Word template data persistence

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Posted on 28 Oct 2024 20:14:38 by 31
I created a template for the "order" table of Dynamics 365. when i select a record and click "word templates" i can select my template and it works lovely. I want a flow that will take this same template and email it to our laboratory team. I created a flow off of the "flow" button within the D365 sales CRM. I did all the coding and now when the flow runs it creates a new document in SharePoint populated with all the required data.

The issue is the second I try and do anything with the file, it depopulates all the XML data. these actions include.
  • Save As
  • Download
  • Open on desktop
  • Save to PDF
  • Export
 
I have tried...
  • Store template in OneDrive
  • Store template in Sharepoint
  • Creating the file in OneDrive.
  • Creating the file in Sharepoint
  • change input values from 'trigger' to 'list row'
  • remade my template to just one XML entry
  • tested the code in the power apps flow editor
  • coping the document
  • moving the document to a different folder to open. 
  • cried deeply
 
 
I am out of words for what I should do.... any thoughts?
My guess is it is either some formatting issue with the way "populate a Microsoft word template' works with Dynamics 365 or it is an issue with security and permissions. I don't know... 
 

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