The workflow is available on-demand and this ‘SetWordTemplate’ action generates the Word document as note attachment against the quote record its been run against: We select the document template we want to be generated for the record in context: The action we are going to call is called ‘SetWordTemplate’: Within the standard workflow functionality, there are out of the box ‘actions’ which you can call. I will elaborate on each of those steps now… On-demand workflow to generate the document A Flow that fires of the creation of a note record and does the PDF conversion and attaches the record back against the quote.An on-demand workflow that runs on a quote and generates the Word document.It should also be as user-friendly as possible. The solution should be ‘code free’ where possible and not require any 3rd party add-ons. The scenario/business requirement we are looking to solve for is to automatically generate a PDF document based of a quote word template in Dynamics. You can use them to generate a quote, but there is still the need for the user to save/convert the word document to PDF manually. When needing to generate PDF’s in Dynamics CRM/365, for example on a quote or invoice, you typically need to use a 3rd party solution/add-on to automate this or do it manually.ĭynamics has functionality you can work with but that just doesn’t quite fit the requirement…case in point: Word templates.
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