In this article, am explaining how to Generate Word Template using Power Automate with Back End as Dynamics 365.
And am covering how to add Repeating Controller and Plain Text Content Controller in Word Document.
Implementation Steps
Step 1 Navigate to your solution on D365 and create entities Step 2 In my case I have created 2 Entities, one is Employee Table and another Student
Step 3 I have added some records to Employee Table Entity and Student Entity
Step 4
Now open Microsoft Word Document Step 5
Once Microsoft Word opens click on Developer in Ribbon Tool Bar
Step 6 If the Developer is not available then Click File –> Select Options –> Click Customize Ribbon and Select Developer –> and Click OK
Step 7 I have prepare a world template, in this template we need to add the some columns dynamically.
Step 8 Now select the Employee ID then Click On Developer Ribbon Tab at the TOP then select Plain Text Content Controller
Step 9 Once done select the Employee ID Column then click Properties and After clicking Properties it will open Popup, enter Title and Tag
Step 10
Once done, do the same for other Column as Well
Step 11 Once done, now we are ready to add Repeating Content Controller for the Table so that it will display all the values from the entity.
Step 12 Now click on Properties and provide the Tag and Title for Repeating Table
Step 13
Once done save the file in your SharePoint Site
Once It’s done then we need to create a Power Automate. Step 14
Go to powerautomate.com and take manually trigger flow and flow name is “Generate world Template” then click on create button.
Step 15
Now click New Step, select Microsoft Dataverse and search for List Row and add the Table Name
Step 16 Once done click add step and search for SELECT
Step 17 Now select the Respective Values then please make sure the EmployeeID and EmployeeName As like as Properties which we have created in step 9
Step 18 Now select Add Steps –> Search for Word then Select POPULATE A MICROSOFT WORD TEMPALTE then select the Locations
Step 19 Now for Populating REPEATING TABLE click the HIGHLIGHTED BUTTON and select the OUTPUT Values from Point 16. Step 20 Now send an Email
Now I have tested the flow and it’s success
Now the Flow is created successfully. Now am opening my Email and downloading the file
Open the downloaded file
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