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Inserting Azure Active Directory information into Word templates

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Posted on by JH-30070657-0

Hi All,

I'm sitting in the IT department and we have created a word template that is being pushed out to all users, it looks like this (See atachment)

The "Letter Template KBH" has some data in the template "Username, LastName, Data, Department" etc.

Is it possible to create a Power automation or something else, that autofill’s this information "Username, Lastname, Data, Department" etc. with the user's data so if I open the template it will automatically autofill my name, last name, data, department etc. and that data is taken from Azure AD or Office 365

I can not seem to find anyone who have tried this before.

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Andrew_J 1,962 Moderator on at

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@Jonas-Hansen

I have not done what you are trying to do but as long as you are getting the user data from their profile before filling in the template then you should be fine.

As for opening up the template file and seeing this autofill, I do not see this working. You would have to run the flow, send it out ot your users. However this could generate a lot of files that need to be stored temporaly during the run depending on your company size.

I hope that helps.

Regards,

Andrew

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JH-30070657-0 on at

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Hi @Andrew_J

Thanks for your message.
Can you perhaps break it down what it takes to set this up? and also is this worth it? can it be done easier? i can not be the only one thinking this is a smart thing. 🙂

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Andrew_J 1,962 Moderator on at

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@Jonas-Hansen

Good to hear from you. I hope the below helps.

https://learn.microsoft.com/en-us/connectors/office365users/

I think you are going to need to look at the PERSON field. But it all hinges on if the data in the user profile is correct. And only you know that.

I do not think the autofil option will be there for you and I am saying this from you opening the Word Template file and seeing the fields populated in it. Flow does nto work in that way but it will sucessfully populate the fields if you use a button flow as a trigger. I you want the autofil feature then this is all I found but it does not use flow:

https://answers.microsoft.com/en-us/msoffice/forum/all/how-do-i-insert-the-current-users-name-based-on/67288f8d-6786-41a5-a2a5-e15ce89af3a6

You will need a premium licence for the Word Template feature.

Regards,

Andrew

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JH-30070657-0 on at

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Hi thank you for your reply.
Based on the needs i have. can you think of a way to do this more easily.
Perhaps if the user can open a word template -> insert and then have the options to insert "username" "last name" etc which will be pre-defined.
Can i setup some sort of template in word that holds user information that i define, and then when a user opens the word template, they can insert that template information? it’s a bit more manually. But can this be done?
hope it makes sense.

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