Generating Dynamic Documents for Dynamics 365 using Power Automate

Setting the Stage

So, you may 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.

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User Group Summit Recap

First of all, I need to apologize for the long delay between posts. I have been recovering from surgery and prior to that was the User Group Summit.

The 2019 North America User Group Summit is now behind us, and it’s impact is still being felt throughout the community. Many folks left empowered with information and hands-on learning. Others made valuable connections that will foster growth personally and professionally.

For me, there were a couple of things that stood out during the conference.

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