Creating and attaching word document to entity record using Microsoft Flow.

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.









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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...




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