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…

Continue Reading Nishant Rana’s Article on their blog

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 action will generate the document, based on the word template defined, and will attach…

Blog Syndicated with Nishant Rana’s Permission

Author: Nishant Rana

Share This Post On