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• Insert text field in word 365 windows#

Now that we have prepared our data, we are now ready to populate our uploaded Word Document. Ensure that ‘Value’ text is entered carefully in the same format as above or the editor will present you with an error. You will note that as soon as you add the first field (First Name in our example), an Apply To Each loop is automatically created for you this enables your Flow to automatically loop through all of the records found in your List Records action. Next, add an Append To Array Variable action, select your array variable initialised earlier and enter your text as below: The key part to note is the initialisation of an empty array that we will later be populating with Dynamics data. In this tutorial, we have kept things simple, with the flow being triggered manually and listing all contacts: Head over to to begin creating your flow, either from the Flows option in the menu or creating the Flow from with in a Solution. We are now ready to create the flow to populate your template with data from Dynamics 365. Step 5 – Creating your Power Automate Flow The simplest place for this would be OneDrive for Business, but SharePoint is another straightforward option too. Now that the Word document is ready, we need to upload it so that it can be accessed by Power Automate. Once all your fields are in place and with their titles set, you will need to select the whole row and add a Repeating Section Content Control, as seen below: We would recommend keeping this simple – lower case with no spaces. Once entered, select it in your document and click Properties (3 in the screenshot)Įnter a name of your choosing in the ‘Title’ box and click OK. Click on the required type to insert it into your table. Under Controls (2 in the screenshot), you can see the available types (in most cases, you will want to use the Plain Text Content Control). We will be using repeating rows to populate the table within the document, so we only need to create one blank row for now Step 2 – Add your placeholder referencesįor each field you want to populate, you will need to add a placeholder reference via the Developer tab (1 in the screenshot below): In this example, we’re creating a simple table of contact information: Start a new Word document and format as required.

Insert text field in word 365 windows#

Fortunately, this step is straightforward and Microsoft have provided instructions on this for Windows and MacOS. Preparation: enabling the Developer tab in Microsoft WordĪ one-time step that needs to be carried out is to enable the Developer tab in Word’s ribbon. This tutorial will guide you through the steps required to created your customised Word document and create a multi-page report using Dynamics 365 data. The main advantage of this method over using traditional Dynamics 365 templates is that the data can come from any tables that you reference in your flow and can also be combined with additional data along the way. Microsoft Power Automate has a huge range of functionality and with the help of the native Word connector, it is possible to take a prepared Word document and populate it with data from Microsoft Dynamics 365. Now with Power Automate, there is an easier way. NET, PHP, Java, Python, or Ruby on Rails, or creating apps for the Universal Windows Platform (UWP), iOS, Android, or on another device platform, it's your choice.Dynamics 365 has long had the ability to populate Word templates, but not without limitations. So whether you're building web applications by using. With Microsoft Graph, you can access Office 365 data and more, from solutions across mobile, web, and desktop platforms. If you are adding new functionality to an existing project, integrate that new functionality by using Microsoft Graph.

In addition, plan your move to the latest APIs in Microsoft Graph to take advantage of all the new functionality and innovation there.