Generate Document Templates in CDS using Flow

by Levin, Aric

Common Data Service  Dynamics 365  Flow  Messaging  Office 365  SharePoint 


Posted on 11/3/2019 1:50:00 AM


One of the features in Microsoft Dynamics 365 (and some of the previous versions has been document templates). I wanted to validate some of the logic, if we can automate the creation of a document and sending it as an email using Microsoft Flow, and of course Flow did not fail to perform.

In order to implement this logic, the first thing was to create the actual document in Microsoft Word. This document will be the template that we create, and will convert it to an Adobe PDF and finally Send it in an email message using Office 365. This process is based on a requirement to generate a license and send it as an email to the user when a new license is generated (or updated).

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New Exchange Sync Community Edition available now for 2018

by Levin, Aric

Business Solutions  Dynamics 365  Exchange  IT Solutions  Office 365  Online Services 


Posted on 1/4/2018 7:30:00 PM


A lot of us used several products throughout the years to synchronize between Contacts in CRM with the Contacts in the user's Outlook folders, whether with the Outlook Addin, Server Side Sync or other third party products. In 2011, we released the first version of Exchange Sync, which allowed synching Marketing Lists and CRM Contact records with Exchange Distribution Groups and Mail Contact records. The product has since then been sold in the US and Europe, and gone through various iteration as CRM and Exchange evolved.

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