{"id":17348,"date":"2019-02-27T05:39:59","date_gmt":"2019-02-27T05:39:59","guid":{"rendered":"https:\/\/www.bridge-global.com\/blog\/blog\/?p=17348"},"modified":"2019-02-28T03:37:35","modified_gmt":"2019-02-28T03:37:35","slug":"generate-pdf-attachments-in-dynamics-365-using-microsoft-flows","status":"publish","type":"post","link":"https:\/\/www.bridge-global.com\/blog\/generate-pdf-attachments-in-dynamics-365-using-microsoft-flows\/","title":{"rendered":"Generate PDF Attachments in Dynamics 365 Using Microsoft Flow"},"content":{"rendered":"

When we need to generate a PDF in Microsoft Dynamics 365<\/a>, for example, a quote or invoice, we generally have two choices: <\/p>\n

1. Either, automate it using a third-party add-on
\n2. Or, manually convert to PDF using a word template <\/p>\n

But, we have another easy solution that helps us to generate PDF attachments. Microsoft Flow<\/a> helps us to get the work done without coding by following the below steps.<\/p>\n

1. \tAdd an on-demand workflow that runs on a quote and generates a word document.<\/em><\/strong>
\n2. \tDevelop a flow that fires of the creation of a note record and does the PDF conversion and attaches the note record back against the original record.<\/em><\/strong><\/p>\n

I will explain these using an example, say a quote and a quote summary.<\/p>\n

<\/p>\n

On-demand workflow to generate a word document<\/h5>\n

<\/strong><\/p>\n

Using the standard out of the box functionality, add an on-demand workflow. Dynamics 365 also has an out of the box action which we can make use of. Here we use the action ‘SetWordTemplate’<\/p>\n

\"\"<\/p>\n

We have to add the action ‘SetWordTemplate’<\/p>\n

\"\"<\/p>\n

In properties, select the template.<\/p>\n

\"\"<\/p>\n

This workflow will be available on demand and when we run this, a docx quote summary will be generated as an attachment in the quote.<\/p>\n

<\/p>\n

Create a Flow for PDF conversions<\/h5>\n

<\/strong><\/p>\n

We have to create a flow that is triggered by the creation of a note record. We also have to check if the regarding is quote and has document attachment. The whole steps to create a flow is given below.<\/p>\n

\"\"<\/p>\n

\"\"<\/p>\n

\"\"<\/p>\n

\"\"<\/p>\n

\"\"<\/p>\n

\"\"<\/p>\n

\"\"<\/p>\n

\"\"<\/p>\n

\"\"<\/p>\n

Conclusion <\/strong><\/p>\n

Though there are a lot of out-of-the-box functionalities in Dynamics 365 that benefit our requirements, some functionalities like saving\/converting a word document to PDF manually remains outside the box. Microsoft Flow comes as an ideal solution in this context. <\/p>\n","protected":false},"excerpt":{"rendered":"

When we need to generate a PDF in Microsoft Dynamics 365, for example, a quote or invoice, we generally have two choices: 1. Either, automate it using a third-party add-on 2. Or, manually convert to PDF using a word template …<\/p>\n","protected":false},"author":107,"featured_media":17411,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"class_list":["post-17348","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology"],"featured_image_src":"https:\/\/www.bridge-global.com\/blog\/wp-content\/uploads\/2019\/02\/WorkLessDoMore.jpg","author_info":{"display_name":"Muhammed Haris","author_link":"https:\/\/www.bridge-global.com\/blog\/author\/muhammed-haris\/"},"_links":{"self":[{"href":"https:\/\/www.bridge-global.com\/blog\/wp-json\/wp\/v2\/posts\/17348","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bridge-global.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bridge-global.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bridge-global.com\/blog\/wp-json\/wp\/v2\/users\/107"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bridge-global.com\/blog\/wp-json\/wp\/v2\/comments?post=17348"}],"version-history":[{"count":9,"href":"https:\/\/www.bridge-global.com\/blog\/wp-json\/wp\/v2\/posts\/17348\/revisions"}],"predecessor-version":[{"id":17573,"href":"https:\/\/www.bridge-global.com\/blog\/wp-json\/wp\/v2\/posts\/17348\/revisions\/17573"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bridge-global.com\/blog\/wp-json\/wp\/v2\/media\/17411"}],"wp:attachment":[{"href":"https:\/\/www.bridge-global.com\/blog\/wp-json\/wp\/v2\/media?parent=17348"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bridge-global.com\/blog\/wp-json\/wp\/v2\/categories?post=17348"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bridge-global.com\/blog\/wp-json\/wp\/v2\/tags?post=17348"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}