Ravishchandra Gupta's Blog

  Hello Guys, In our previous  blog   we have seen how we can create word document and attach it to CRM entity record as notes. Today we will use the same documents which is stored in CRM record as notes and will attach it to email. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. In our previous blog we have created one flow which was creating a word document for Account entity and attaching the same document as note in the same account record. Now we will send one email which contains the same attachment. We will create MS Flow to achieve this. Create one automated flow as shown below: Rename the first step as shown below: Now add a new step and configure it as shown below: Add a new step to retrieve record and configure it as shown below: Now we will be creating email. Add a new step and configure it shown below: So here we done with the email creation. Now we will create attachment for

Hello Guys, In our previous  blog   we have seen how to use Word Template in D365 CRM. Today we are going to see how we can create word document and attach it to CRM entity record as notes. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. In our previous blog we have already configured Word template. Now we will use the same word document. First of all we will create one custom action as shown below: Add a new step :Perform Action and select SetWordTemplate. Click on set properties and configure it as shown below: Now we will be creating one power automate flow and perform bound action. Configure automated flow as shown below and click on create. Now Rename the step and configure it as shown: Add a new step as show below: So our flow is ready. Now we will create an account and check whether Word document is created and attached to record or not. As we can see its working. Hope it helps...