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Dynamics 365 Community / Forums / Customer Service forum / Dynamics 365 generated...
Customer Service forum

Dynamics 365 generated word template to SharePoint

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Posted on by Oos 99

In Dynamics365 CRM i'm using Word templates to generate word documents. 
D365 word template.PNG

 

When I click on the template, D365 automatic downloads a generated document with data from D365. 

I want that document not in my downloads map but I want this document in a SharePoint document library which is connected to d365. Can i create a flow or something about this? 

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  • JandostKhoso Profile Picture
    JandostKhoso 266 on at
    RE: Dynamics 365 generated word template to SharePoint

    Hello

    There is no OOTB solution as I know. However, you can consider the following:

    1. Use the Inogic application from www.inogic.com/.../1-click-to-export-word-templates-email-attach-as-note-upload-to-sharepoint-dynamics-365-crm. You can download the free trial from appsource however, it is a paid solution.

    2. Create a workflow to generate document using the template and push the produced document to the sharepoint. Then call the workflow from a ribbon button.

  • Suggested answer
    Byron Dittberner Profile Picture
    Byron Dittberner 235 on at
    RE: Dynamics 365 generated word template to SharePoint

    Hey Oos

    Here is a link to a Flow that does just this, however, it will create a PDF as well as create the document in OneDrive. I am sure you can modify the Flow to get closer to your requirements.

    emea.flow.microsoft.com/.../

    ====================================

    If my recomendation meets your requirement, please mark as Verified...

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