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104In this blog, I addressed the following:
- Populated Word document template stored in the SharePoint online
- Insert signature to the Word document.
- Convert the Populated Word Document to PDF
- Associate the converted PDF to Dataverse record
- Send email with the attached PDF
This process can be applied any requirement regarding word template, such as populating Invoice line items to Word document.
In our scenario, the requirement is to issue a certificate to all participants that attended a training class. The idea to issue this certificate in bulk without any manual intervention or manually doing this one after the order.
First step is to prepare the Word document with “Plain text content control” and upload it to SharePoint online document library.
Below is how the flow look like when completed.
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