PDF Automation series - Part 3: How to automate generating a PDF and attach to an outbound email

The final of my PDF Automation series covers how to use the custom connector for Dynamics 365 to automate generating a PDF and attach to an outbound email. Refer to the following as a prerequisite to what the previous two WTF episodes covered which will be reference in this finale of my PDF Automation...

Read More

PDF Automation series - Part 2: How to create a custom connector for Dynamics 365

In Part 1: How to create a Word template in Dynamics 365 of my PDF automation series I covered how to create a Word Template in Dynamics 365 as a Document Template record is referenced in the API request that will generate the PDF based on the entity defined in the Word Template.In this episode, Part...

Read More

PDF automation series - Part 1: How to create a Word Template in Dynamics 365

If you're a new comer to Dynamics 365, Part 1 covers how to create a Word Template in Dynamics 365. The API that the Dynamics 365 product team released in 2019 references a Document Template record which has a Word Template associated to it which acts as the backbone of a PDF generated from Dynamics...

Read More