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Generating Dynamic Documents for Dynamics 365 with Power Automate

Generating Dynamic Word Documents for Dynamics 365 using Power Automate.GIF

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.

  • Microsoft Word: We will use this to create the Word template
  • SharePoint: We will use this to store the Word template and the final generated documents.
  • Power Automate (formerly Microsoft Flow): We will use this to wonderful, magical application to automate the document creation, conversion to PDF, and creation of Dynamics 365 records.
  • Common Data Service: We will use the CDS connector to assist with the Power Automate flow.
  • Dynamics 365: We will use this to start the Power Automate flow, and access the generated documents for the specific Account.

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.




About the Author
  • Experienced Consultant with a demonstrated history of working in the information technology and services industry. Skilled in Office 365, Azure, SharePoint Online, PowerShell, Nintex, K2, SharePoint Designer workflow automation, PowerApps, Microsoft Flow, PowerShell, Active Directory, Operating Systems, Networking, and JavaScript. Strong consulting professional with a Bachelor of Engineering (B.E.) focused in Information Technology from Mumbai University.
  • I am a Microsoft Business Applications MVP and a Senior Manager at EY. I am a technology enthusiast and problem solver. I work/speak/blog/Vlog on Microsoft technology, including Office 365, Power Apps, Power Automate, SharePoint, and Teams Etc. I am helping global clients on Power Platform adoption and empowering them with Power Platform possibilities, capabilities, and easiness. I am a leader of the Houston Power Platform User Group and Power Automate community superuser. I love traveling , exploring new places, and meeting people from different cultures.
  • Read more about me and my achievements at: MCT | SharePoint, Microsoft 365 and Power Platform Consultant | Contributor on SharePoint StackExchange, MSFT Techcommunity
  • Encodian Owner / Founder - Ex Microsoft Consulting Services - Architect / Developer - 20 years in SharePoint - PowerPlatform Fan
  • Founder of SKILLFUL SARDINE, a company focused on productivity and the Power Platform. You can find me on LinkedIn: and twitter I also write at, so if you want some Power Automate, SharePoint or Power Apps content I'm your guy 🙂
  • I am the Owner/Principal Architect at Don't Pa..Panic Consulting. I've been working in the information technology industry for over 30 years, and have played key roles in several enterprise SharePoint architectural design review, Intranet deployment, application development, and migration projects. I've been a Microsoft Most Valuable Professional (MVP) 15 consecutive years and am also a Microsoft Certified SharePoint Masters (MCSM) since 2013.
  • Big fan of Power Platform technologies and implemented many solutions.
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