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I want to create automation for our existing warranty records on excel. Each row has one record, when a new record is created, we manually add it to another excel sheet and export the form as PDF, so we email all details to the service technician.
Is there a program, software or power-automate, where I can keep better track of?
Hi @jagtargoldline ,
If you don't have D365, you could look at using SharePoint lists to manage the records instead of Excel. You will still have a user interface to manage the records in additional to some additional capabilities like version control, permissions etc.
You can created an automated flow which will fire when a new item is created in that list. The flow can then write and export the data into PDF and email it to the technician.
The only thing is that to convert to PDF, you will need to look at the OneDrive for business HTML to PDF connector or some of the third party ones like Encodian and Plumsail
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