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 |
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