![]() We will reference this later in Power Automate. Inside this library I have added a folder called “Temp Files”. In SharePoint, I have created a library called “Contract Templates”. Once the document is complete, it will need to be uploaded to SharePoint. Storing the Microsoft Word Template in SharePoint For out example, we will just use the above 3 fields.Īfter you are done updating the document, be sure to save it. Notice in the above screen shot that I have inserted 3 Plain Text controls called “ContractDate”, “CustomerLegalName”, and “CustomerAddress”.Ĭontinue inserting Plain Text controls into the document to correspond to any dynamic data you will insert later.Insert a “Plain Text Content Control” into the place in the Word document where you will want dynamic values to be populated.On the right-hand side, put a check-mark next to “Developer”.The next step is to insert text field placeholders that we will use later in Power Automate. I have a simple, generic service agreement document that I will use for the example. However, the approach can be used for more complex templates. Creating the Template in Microsoft Wordįor the sake of this blog, I am keeping the Word Template setup simple. Now that you know the players, let’s run through each application to get things set up. If you haven’t done this, refer to this article: Set up model-driven apps in Dynamics 365 to use SharePoint Online IMPORTANT! You will need to ensure you have set up the Dynamics 365 and SharePoint integration. Dynamics 365: We will use this to start the Power Automate flow, and access the generated documents for the specific Account.Common Data Service: We will use the CDS connector to assist with the Power Automate flow.Power Automate (formerly Microsoft Flow): We will use this to wonderful, magical application to automate the document creation, conversion to PDF, and creation of Dynamics 365 records.SharePoint: We will use this to store the Word template and the final generated documents.Microsoft Word: We will use this to create the Word template.Now that you understand what needs to be accomplished, let’s run through the applications we will use. When you use the Word Template, it just pulls in the dynamic data from Dynamics 365, generates the Word document, and opens Microsoft Word. Note: The out-of-the-box Word Templates in Dynamics 365 don’t store the generated document anywhere. 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. If you're on a Mac, there's also Pages to consider, which is Apple's free word processor.So, you may asking, “Why don’t you just use the Word Templates already in Dynamics 365?” That’s a great question. The office suite is available for both Windows and macOS. When it comes to desktop software, there's the venerable OpenOffice, which includes a word processor as well as multiple other applications that you don't have to pay for. While it doesn't quite have the reach and range of features that Microsoft Word does-particularly when it comes to some layout formats and options for longer documents-you can access it from any computer, and sharing documents is very straightforward. There is of course Google Docs, which is completely free to use and runs inside a web browser as well as on mobile in app form. That means you don't miss out if the rest of your colleagues use Word and you don't. ![]() docx file format that Word does, and anyone you're sending to or getting files from doesn't have to know you're not using Word. It may seem like cheating to tell you to use an alternative in a guide to how to use Microsoft Word for free, but bear in mind that a lot of these alternatives are now perfectly comfortable handling the same. Google Docs can save documents in Word format.
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