![]() ![]() ![]() pdf extension as shown in below screenshow. Step 4B:Now create a notes record in crm with the file we just converted in last step. ![]() Here you have to pass unique Id of the file we just created in one drive in last step as the parameter. Step B3: In this step again select one drive for business connector and select convert file as the action. Type base64ToBinary function in expression and then from Dynamics content select document field of “When a record created” step (notes record which triggered the flow) and set this as file content.Select a path where file will be stored.STEP B3: Now on Yes part of result of condition, select One drive for business as the connector and select create File as the action. Step B2:Now select your crm instance and entity name as notes and check if the file name equals Invoice Summary.docx (same as the file generated by workflow) Then select when a record is created as the trigger of your flow as shown below: Step B1: Go to and select Dynamics365 as start the service for your flow. Part B: Creating a Microsoft flow to convert this word file from notes into pdf This workflow, when run on an invoice record, will generate a word file from selected template and attach in the notes section as shown below: You can configure it to fire on the event you want as per your requirement. We have kept this workflow on demand only of testing purpose. In add step select perform action:Īfter step 1, workflow will look as shown below.Ĭlick on set properties as select word template and primary field of the entity: Part A: Creating workflow in crm to generate word template on recordĬreate a UI workflow in crm as shown below. We have Invoice summary word template which customer run on invoice record to generate Invoice summary for customer in word format. In this post,we’ll see how we can generate a word template using a workflow and how can we get the word template file converted into pdf format using microsoft flow. Unfortunately, so far, out of the box crm doesn’t have any tool to get the pdf file from generated word file for any record, but now we have Microsoft flow for our rescue. Many times, when we use word template in dynamics crm to generate a template, we customer want the word template to be in pdf format rather than word which obviously seems more professional to send to their consumers and can’t be edited directly. ![]()
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