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Generating rich document templates using Power Automate

Status: Accepted

Word templates in Dynamics 365 CE is a great and underappreciated feature. They allow us to define a template and use it to generate documents (Quotes , Account summary etc.) . But they do have drawbacks like only being able to get results from tables directly related to the table that we are running from, not being able to embed dynamic images and more. Thanks to Power Automate. We have word online (business) connector in Power Automate to overcome these limitations and generate rich and dynamics word documents without the need of any coding knowledge.

Technical Level: 200

Presented By: Raja Emmadisetty

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