Using a combination of tools, we can generate a PDF of an invoice automatically which can then be displayed, embedded in a Power Apps Portal (Dynamics 365 Portal). This video explains the entire process.
A few useful links to help:
Generate PDF Attachments From Word Document Templates: https://www.bruce365.com/2018/05/14/generate-pdf-note-attachments-in-dynamics-through-flow/
Creating Web Templates With Liquid & HTML:
https://readyxrm.blog/2018/09/03/dynamics-365-portals-overcoming-entity-list-roadblocks-with-html-and-liquid/
Thanks for watching. You can find me in the following places:
? Website: https://meganvwalker.com
? Twitter: http://twitter.com/meganvwalker
? LinkedIn: http://linkedin.com/in/meganwalker
? Subscribe to my blog at: https://meganvwalker.com/subscribe-new-articles/
#EmojiMegs #PowerPlatform #MSDynCRM #MSDyn365 #D365
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