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Showing posts with the label DocumentsCorePack

Automate document creation with DCP and Power Automate

Automate Document Creation Recently I had the requirement to automate document creation with Document Core Packs. You can do this via classic workflows, like explained in this article: https://www.mscrm-addons.com/Blog/PostId/9776/automerge-workflow But on the one hand, whenever you open the solution explorer and want to add a new classic workflow, you are presented a message, telling you that classic workflows are already quite outdated and you should have a look at Power Automate. And on the other hand, this classic workflow references a CRM record (document template), so you will have to reconfigure it in each of your environments, since the template will have a different GUID accross your environments. So I had a look, how to achive the same via Power Automate. Trigger We start with adding a new flow, that triggers on update of a record using the Common Data Service (current environment) connector, since we can define the filtering attributes there, so that our flow doesn't tri...