Word Template Auto Populate data from Dataverse using Power Automate

TL;DR

Learn how to create a dynamic Word document template and automate its population using Power Automate.

Transcript

welcome to another video in this video i will tell you how we can create a word document or template and that word document template will be filled by power automate by connecting to dynamics 365 table right we have a table here we have a student table here and i want to issue some uh you know certificate to the students after that they have comple... Read More

Key Insights

• 🏑 Word document templates can be made dynamic by adding plain text controls for dynamic field values.
• 👻 Enabling the developer tab in Word allows access to the necessary design features for creating dynamic templates.
• 💾 Templates can be saved in OneDrive and accessed in Power Automate for automated population.
• 💌 Power Automate can trigger template population and email delivery based on specific conditions.
• 👨‍💻 The process does not require coding and can be achieved solely through Power Automate configuration.
• 🎮 Templates can be customized for different document types by adding appropriate dynamic controls.
• 👻 Power Automate allows for the conversion of modified templates to PDF format if desired.

Questions & Answers

Q: How do you design a dynamic Word document template?

To create a dynamic template, enable the developer tab in Word, insert plain text controls for dynamic fields, and specify their properties for identification in Power Automate.

Q: Where is the template saved and how is it accessed in Power Automate?

The template is saved in OneDrive. In Power Automate, the template file can be selected from the specified OneDrive location using the "Populate a Microsoft Word Template" action.

Q: What triggers the automation process to populate the template and send an email?

The automation is triggered when the "Certificate Issued" field in the Dynamics 365 student table is changed to "Yes". This change is detected in Power Automate using the "When a record is modified" trigger.

Q: Can the template be customized for different types of documents?

Yes, the template can be customized for various document types like invoices or resumes by adding dynamic controls and specifying their properties in Word. The same approach can be used to populate data in any type of Word template.

Key Insights:

• Word document templates can be made dynamic by adding plain text controls for dynamic field values.
• Enabling the developer tab in Word allows access to the necessary design features for creating dynamic templates.
• Templates can be saved in OneDrive and accessed in Power Automate for automated population.
• Power Automate can trigger template population and email delivery based on specific conditions.
• The process does not require coding and can be achieved solely through Power Automate configuration.
• Templates can be customized for different document types by adding appropriate dynamic controls.
• Power Automate allows for the conversion of modified templates to PDF format if desired.
• Dynamic templates and automation provide an efficient way to generate personalized documents without manual intervention.

Summary & Key Takeaways

• The video demonstrates how to design a dynamic Word document template and populate it with data from a Dynamics 365 table using Power Automate.

• The template, such as a certificate of completion, is customized with dynamic fields for the student's name and course name.

• The template is saved in OneDrive, and a flow is created in Power Automate to trigger the population of the template and send it as an email attachment when a specific condition is met.