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nicole-dynamics
Regular Visitor

Create a power point from D365 data

I am looking for idea's on how to build a flow to create a power point presentation from a ppt template and insert data from Dynamics 365 for Sales. We would then want to save the presenation to a SP location that is accessed through D365. So for example, we would have a power point template and on a trigger we would want to insert the account name and some other data into the power point presentation and save it to the account sp location. 

 

TIA!

2 REPLIES 2
v-yamao-msft
Community Support
Community Support

Hi @nicole-dynamics ,

 

Do you want to save data from Dynamics 365 to PowerPoint using Flow?

 

Currently, PowerPoint is not an available connector for Microsoft Flow, so I am afraid that your scenario could not be achieve.

 

There is a similar request on Flow Ideas Forum on PowerPoint Integration at here:

https://powerusers.microsoft.com/t5/Flow-Ideas/PowerPoint-Integration/idi-p/36139

 

Please feel free to vote the idea, I will suggest more customers who have the same request to vote this idea as well.

 

Best regards,

Mabel

 

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
AnjelikaCh
Frequent Visitor

Hello @nicole-dynamics,

 

all you've mentioned is possible to do with the help of Plumsail Documents

 

The product supports PowerPoint templates, you can populate them in Power Automate using data from Dynamics 365, then save to SharePoint library. 

 

There are two ways of utilizing it in Power Automate.

1) You can configure the process of creating presentations from a template beforehand and use an action Start document generation process. Here you can find out how to do it

 

2) Or you can use an action Create PPTX document from a template

 

Note: This is a paid solution.

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