I just came across this feature the other day, using a pre-built action to generate a word document via a workflow. There are actually 100s of actions that you can explore in workflows that might actually remove some development.
So how do you generate a word document from a workflow, it’s really simple, just follow these simple steps. In my example I will use the OOB account summary template as an example.
- Navigate to Settings->Processes
- Create a new process of type workflow, give it a name “Generate Document” etc
- For my example I am going to make the workflow On Demand, jus to demonstrate the functionality, but think of these examples:
- Creating an opportunity summary at the develop stage of an opportunity
- Creating a campaign summary at the end of the campaign
- Creating a Case report
- At the end of the day this is a workflow so all workflow logic applies
- So for my example all I need to do is select Perform Action
- Scroll down the many actions and select SetWordTemplate
- Leave the Entity as None
- Click on Set Properties
- Select the template from the dropdown list
- Select Account
- NOTE: if you are using a custom entity, the entity is required to be enabled for Business Process Flows to be able to be added
- Save and Close
- Activate
That’s it, simple. Now when you go to an account record and select to run an on demand workflow, the Generate document will display.
The document is stored as a note attachment against the record.
At the moment this solution does not attach to SharePoint, but I am sure clever people could expand this capability!
Filed under: Business CRM, CRM 2016, Dynamics365, Microsoft CRM - Functionality | Tagged: Dynamics365, How To, Tips, Word Templates, Workflow | Leave a comment »