I’m not going to go into details here as every document will be different. I’m going to start with the generation of the HTML. During my trials i tested their support team and their support is second to none. But it isn’t just the connector that is great. In this post I will give a bit more information on how to use this great connector. The connector that I looked into to generate the PDFs is called Encodian.
If you considered using a flow like this then you will find quote quickly that the OneDrive PDF conversion isn’t up to the jobĪ couple of the issues that I ran into were: This is where you will start to look at the document and recognize that you have pages with a header and a footer and in the footer there is a page number. In my case I’m going to use the data in Dynamics 365 and generate the html from that.įirst steps first.
So straight from my opportunity in Dynamics 365 I can generate a quote that is emailed to me in PDF format ready to send to my client. Now I could use the document generation within Dynamics but I quite quickly found myself going through hoops to make things work.
In my case I got a design delivered in a word document and needed to generate a PDF from a Model Driven app. The aim will all be the same take some data and put it into a nice looking document that is ready to impress the reader. Your data may live in SharePoint lists, or maybe SQL or maybe even Dataverse it all doesn’t really matter. But there are so many more use cases for PDF document that take data from any kind of data source. In the example that I’m using in this post I will generate a quotation document that takes data from my Dynamics 365 system.
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