Using SetWordTemplate action to automate document generation and attaching it to note in Dynamics 365

Continuing our previous post,

https://nishantrana.me/2020/03/31/using-word-template-to-combine-multiple-images-attached-to-notes-in-a-single-document-in-dynamics-365/

wherein we used word template to generate a document having all the note’s attachments (picture) to it.

To enhance it further, we can write a custom workflow that calls the SetWordTemplate in Perform Action step.

SetWordTemplate action will generate the document, based on the word template defined, and will attach the document to the note of that particular record.

For this

• Create a process of type workflow.

• Select step Perform Action

• Specify the Document Template and the associated entity (e.g. lead) for its input properties.

*if you do not see the entity listed, enable BPF on it

*also make sure you have notes enabled for the entity.

• Activate the workflow.

• Run the workflow Generate Word
  Template.

• After refreshing the timeline, we can see the new note record created with the document as attachment to it.

The generated document à

Now again similar to Word Template, we do not have option of running On Demand Workflow from Dynamics 365 Mobile / Tablet app.

So here instead of on demand workflow, we can have a custom workflow to run on change of a specific field.

For e.g. we can add a custom field named when it is updated to Yes, we perform the same action

The workflow

This way we will be able to perform the same function within Dynamics 365 Mobile and Tablet App

Hope it helps..