Generating rich document templates using Power Automate - DynamicsCon
DynamicsCon November 2024

Generating rich document templates using Power Automate

Speaker

Session Description

Word templates in Dynamics 365 CE is a great and underappreciated feature. They allow us to define a template and use it to generate documents (Quotes , Account summary etc.) . But they do have drawbacks like only being able to get results from tables directly related to the table that we are running from, not being able to embed dynamic images and more. Thanks to Power Automate. We can overcome these limitations easily using word online connector.

Session Track: Power Platform
Session Type: Technical
Content Level:
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