Generating Dynamic Documents for Dynamics 365 using Power Automate
So you may be asking, "Why don’t you just use the Word Templates already in Dynamics 365?” That’s a great question. But, here is the scenario:
I needed a way to generate a dynamic Word document using a template, but I wanted the generated document converted to PDF, stored in SharePoint and accessible within Dynamics 365.
Note: The out-of-the-box Word Templates in Dynamics 365 don’t store the generated document anywhere. When you use the Word Template, it just pulls in the dynamic data from Dynamics 365, generates the Word document, and opens Microsoft Word.
Got all that? Ok. Good.
Now that you understand what needs to be accomplished, let’s run through the applications we will use.
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