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Document Generation

  • 1.  Document Generation

    SILVER CONTRIBUTOR
    Posted Dec 15, 2020 12:59 PM
    Is anyone aware of a free tool that could automate document generation and email it to a designated recipient? I found this one on appsource but there is a cost associated with it...which is not a huge deal, but for our purpose, I felt a free tool would be better. We need to be able to pull in Dynamic content from a custom entity as well as data from the child records, generate a pdf document, then email that as an attachment.

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    Amanda Serie
    Marketing Technology Manager
    Choice Bank
    Eagan, MN
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 2.  RE: Document Generation

    TOP CONTRIBUTOR
    Posted Dec 16, 2020 02:55 AM
    I would first see if you are licensed to do this in Power Automate.
    Take a look at Generate Word documents from a template using Power Automate – Tahoe Ninjas.
    Maybe follow this first as training and then adapt it to your needs.

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    Donal McCarthy
    Digital Marketing Administrator
    BrightWork
    Galway
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 3.  RE: Document Generation

    TOP CONTRIBUTOR
    Posted Dec 16, 2020 02:56 AM
    @Amanda Serie if you are using Dynamics 365 you can generate PDFs out of the box. The functionality has recently been extended to include custom entities tables.@Nishant Rana has written a blog post about it here.

    @Dian Taylor has a blog post/video on how to ​configure the word template used to generate the PDF.

    You can then use Power Automate to email the PDF.

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    Niels Lønberg
    Digital Sales Specialist
    Semco Maritime
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 4.  RE: Document Generation

    TOP CONTRIBUTOR
    Posted Dec 17, 2020 08:00 AM

    Amanda,

    If interested in learning more about the DocumentsCorePack add-on that you had found on MS AppSource, let me know and I would be glad to walk you through some of the key features and functionality.  When you see how easy it is to create professional looking templates in Word and generate & process documents with your Dynamics 365 data, I think you will quickly see the value of our add-on solution.  And as you probably saw on AppSource, you are able to download a free trial and test it out yourself.  Let me know if interested and I can schedule time later this week or early next week to show you our solution and answer any questions you may have.



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    Patrick O'Donnell | VP - Business Development, the Americas
    mscrm-addons.com
    Patrick.ODonnell@mscrm-addons.com
    Atlanta GA
    770 781 8260 Cell
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    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


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