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Power Platform - General

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Jun 19, 2024

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  • The blog post discusses automating document generation using Power Automate, focusing on retrieving data from Microsoft Dataverse and populating a Word template dynamically.
  • Prerequisites for this process include having a Microsoft Power Automate account, access to Microsoft Dataverse entities, and a OneDrive for Business account.
  • Steps outlined include creating a new flow in Power Automate, connecting to Dataverse, selecting relevant data, populating a Word template, creating a temporary Word file in OneDrive for Business, and running the flow to generate the document.
  • The Power Automate flow demonstrates the seamless integration of Dataverse, Word Online Business, and OneDrive for Business to automate document generation efficiently.
  • The solution allows for customization to suit specific use cases, including additional data sources, more complex templates, or different storage solutions.
  • A tutorial is provided to configure the Word document and the necessary actions within Power Automate.
  • The article emphasizes the ability to create customized documents with minimal manual effort by leveraging the capabilities of Power Automate and Microsoft business applications.
  • The overall goal is to streamline document generation processes by automating tasks and integrating various Microsoft tools seamlessly.

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