Hi @utkua ! So you've already created a Word template with Word including placeholder fields where you want to insert dynamic data, right?
First step now is to create a dataverse table which holds the data you want to insert into the template.
After that create a Power Automate flow:
- Start the flow when a new record is added or updated in your Dataverse table.
- In your flow, retrieve the relevant data from Dataverse based on the trigger (e.g., when a new record is created).
- Use the “Populate a Microsoft Word template” action to populate the Word document with the retrieved data.
- Specify the Word template you created earlier and map the placeholders to the corresponding Dataverse fields
After populating the Word template, save the resulting document to a SharePoint document library or OneDrive for Business. You can use the “Create file” action in Power Automate to achieve this.
Whenever a new record is added or updated in your Dataverse table, the flow will trigger and generate a new Word document.
To handle multiple Word documents efficiently, consider using a loop in your flow to process each record.
If you need to update existing Word documents, you can use the “Update file properties” action to overwrite the existing files.
Happy building!
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