Word Document Templates in Dynamics 365 | Power Platform

[@powerdynamixx]

Visit the blog for more details with step-by-step instructions and illustrative snapshots- powerdynamixx.blogspot.com/2023/05/word-document-template-in-dynamics-365.html

[@pathikpatel7568]

Thank u Sir..!!!

[@powerdynamixx]

Thanks! I'm glad it's been useful.

[@test3414-g4w]

hi Andi. I did not understand when the templates were used. can you explain beefily to me the proper example?

[@akhilavaddiparti]

Can we get multiple records from the related entity while downloading word template

[@powerdynamixx]

I think it is not possible/ recommended to use a Word template to handle multiple records due to limitations and complexities. It doesn't offer built-in functions for efficiently iterating through multiple records. I haven't tried it yet, so I'm not entirely sure. It would be better to use Power Automate to populate document dynamically with multiple records.

[@akhilavaddiparti]

@@powerdynamixx Thank you!

[@vijaybhatt143]

I created a document as per the instruction but now when i am opening entity i am not able to find the option to download word document

[@powerdynamixx]

Open the entity form, click on the three dots (options menu) and select Word Template. Check this snapshot for a visual representation. photos.app.goo.gl/bxEi8FAoDQEkBr4QA