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utkua
Advocate I
Advocate I

Create Word Documents with Database?

Hey,

 

anyone knows if there is a way to use Microsoft data verse in Power Apps to assign values to a word doc (SharePoint using a template and power automate?

 

I got it working that i can create word files with "Populate a Word document" and "Create file in SharePoint" i just created a word template with dev tools, but now i wanna use a Database to fill out text fields, so i can change 1 value in a database for multiple word documents.

 

Is this possible? Or if not, is there any other good solution for this? Because changing for example 100 Word documents that have the same value is a lot of work

2 ACCEPTED SOLUTIONS

Accepted Solutions
VauBee
Skilled Sharer
Skilled Sharer

Hi @utkua ! So you've already created a Word template with Word including placeholder fields where you want to insert dynamic data, right?
First step now is to create a dataverse table which holds the data you want to insert into the template.

After that create a Power Automate flow:

  • Start the flow when a new record is added or updated in your Dataverse table.
  • In your flow, retrieve the relevant data from Dataverse based on the trigger (e.g., when a new record is created).
  • Use the “Populate a Microsoft Word template” action to populate the Word document with the retrieved data.
  • Specify the Word template you created earlier and map the placeholders to the corresponding Dataverse fields

After populating the Word template, save the resulting document to a SharePoint document library or OneDrive for Business. You can use the “Create file” action in Power Automate to achieve this.

Whenever a new record is added or updated in your Dataverse table, the flow will trigger and generate a new Word document.

To handle multiple Word documents efficiently, consider using a loop in your flow to process each record.

If you need to update existing Word documents, you can use the “Update file properties” action to overwrite the existing files.

 

Happy building!

 

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If I have answered your question / helped to solve your problem, please accept as solution and give me a Thumbs up. Thanks! - Remember: you can accept more than one post as a solution.

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VauBee
Skilled Sharer
Skilled Sharer

@utkua here's a great step by step by Reza Dorrani Reza Dorrani PA Word Template 

Follow him on YT 😉

 

------------------------------------------------------------------------------------------------------------------------------
If I have answered your question / helped to solve your problem, please accept as solution and give me a Thumbs up. Thanks! - Remember: you can accept more than one post as a solution.

View solution in original post

4 REPLIES 4
VauBee
Skilled Sharer
Skilled Sharer

Hi @utkua ! So you've already created a Word template with Word including placeholder fields where you want to insert dynamic data, right?
First step now is to create a dataverse table which holds the data you want to insert into the template.

After that create a Power Automate flow:

  • Start the flow when a new record is added or updated in your Dataverse table.
  • In your flow, retrieve the relevant data from Dataverse based on the trigger (e.g., when a new record is created).
  • Use the “Populate a Microsoft Word template” action to populate the Word document with the retrieved data.
  • Specify the Word template you created earlier and map the placeholders to the corresponding Dataverse fields

After populating the Word template, save the resulting document to a SharePoint document library or OneDrive for Business. You can use the “Create file” action in Power Automate to achieve this.

Whenever a new record is added or updated in your Dataverse table, the flow will trigger and generate a new Word document.

To handle multiple Word documents efficiently, consider using a loop in your flow to process each record.

If you need to update existing Word documents, you can use the “Update file properties” action to overwrite the existing files.

 

Happy building!

 

------------------------------------------------------------------------------------------------------------------------------
If I have answered your question / helped to solve your problem, please accept as solution and give me a Thumbs up. Thanks! - Remember: you can accept more than one post as a solution.

VauBee
Skilled Sharer
Skilled Sharer

@utkua here's a great step by step by Reza Dorrani Reza Dorrani PA Word Template 

Follow him on YT 😉

 

------------------------------------------------------------------------------------------------------------------------------
If I have answered your question / helped to solve your problem, please accept as solution and give me a Thumbs up. Thanks! - Remember: you can accept more than one post as a solution.

Thank you for the answer! I will try that out

You`ll make it 😉  Highly recommend the video - no more open questions after!

 

------------------------------------------------------------------------------------------------------------------------------
If I have answered your question / helped to solve your problem, please accept as solution and give me a Thumbs up. Thanks! - Remember: you can accept more than one post as a solution.

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