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A new knowledge base article has been published on our support portal.

Scenario Overview

In this scenario, the business requirement is to automatically create a PDF of a Word document that has been created from a Microsoft Dynamics 365/CRM Template.

We are using the out-of-the-box Invoice template and an Action step in a workflow to generate a Word document that is saved as note on the Invoice entity. Once this step has been completed a North52 Process Genie formula converts the Word document to a PDF using a conversion web service. 

This example could easily use a Quick Button to trigger the process to make it even easier for the user, perhaps even creating an email ready to send with the attachment.

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