Using SetWordTemplate action to automate document generation and attaching it to note in Dynamics 365

Continuing our previous post, https://nishantrana.me/2020/03/31/using-word-template-to-combine-multiple-images-attached-to-notes-in-a-single-document-in-dynamics-365/ wherein we used word template to generate a document having all the note’s attachments (picture) to it. To enhance it further, we can write a custom workflow that calls the SetWordTemplate in Perform Action step. SetWordTemplate…

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How to – Use SetWordTemplate action to automate document generation and attaching it to note in Dynamics 365

Continuing our previous post, https://nishantrana.me/2020/03/31/using-word-template-to-combine-multiple-images-attached-to-notes-in-a-single-document-in-dynamics-365/ wherein we used word template to generate a document having all the note’s attachments (picture) to it. To enhance it further, we can write a custom workflow that calls the SetWordTemplate in Perform Action step. SetWordTemplate action will generate the document, based on the word template defined, and will attach…

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