Generate Quote PDF attachments in Dynamics through Flow

Bruce SitholeDyn365CE7 years ago76 Views

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.

Dynamics has functionality you can work with but that just doesn’t quite fit the requirement…case in point: Word templates. 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.

The scenario/business requirement we are looking to solve…

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