If you use Power Automate (Flow) and model-driven Power Apps, then (hopefully) you are aware of the “Common Data Service (current environment)” (CDS-ce) connector. Within this connector, there is an “Expand Query” option. This blog post will help explain how to use this.
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.
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.
Dynamics 365 has evolved quite a bit over the past few year. It has evolved even further in the past few month. With the evolution of the system, there have changes to the way Dynamics 365 is administered. Let’s run through the various admin pages and options so you have a better understanding.