Saturday 3 September 2022

Generating a Word Document from a Row change in Dataverse without SharePoint

Problem:  Dataverse/Dynamics has a great way to generate Word or Excel documents in Model apps using the UI.  I want to generate a generate letter from a CDS entity/Table when the status changes.  And I'm not allowed to use OneDrive/SharePoint (governance restriction).

High-Level Steps:

1. Create Dataverse Table - ensure "Notes" & "Business process flows" are enabled

2. Generate the Word Template & add it to the "Template View"

Generate Word Template with dynamic column vals
Add Template

3. Create a Process to generate the output/docx from the Word template i.e. generate when status of the row changes


Activate the Workflow
4. Use Power Automate to call the Dynamics Process


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