Setting the Stage
So, you may asking, “Why don’t you just use the Word Templates already in Dynamics 365?” That’s a great question. But, here is the scenario:
I needed a way to generate a dynamic Word document using a template, but I wanted the generated document converted to PDF, stored in SharePoint and accessible within Dynamics 365.
Note: The out-of-the-box Word Templates in Dynamics 365 don’t store the generated document anywhere. When you use the Word Template, it just pulls in the dynamic data from Dynamics 365, generates the Word document, and opens Microsoft Word.
Got all that? Ok. Good.
The Setup
Now that you understand what needs to be accomplished, let’s run through the applications we will use.
IMPORTANT! You will need to ensure you have set up the Dynamics 365 and SharePoint integration. If you haven’t done this, refer to this article: Set up model-driven apps in Dynamics 365 to use SharePoint Online
Now that you know the players, let’s run through each application to get things set up.
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