microsoft word add in to attach document to gmail

Set the scope to “Organisation” and configure it to start when “Record is created.”Ĭlick “Add Step” and select “Perform Action.” In the “Action” dropdown list, select “SetWordTemplate” under “ Command Actions.” Entity: Order (at least in this example)Īfterward, set the scope and trigger of your workflow.Inside your solution, go to “Processes,” click “New” and set your workflow properties: Before diving in, make sure to accomplish the pre-requisites.Ĭreate the workflow that will generate your document template This is more efficient than manually sending emails via Outlook, where manual intervention is needed to set the “Regarding” via the Dynamics 365 App for Outlook.īelow is a step-by-step guide for this method, divided into two parts. This method allows users to directly track the email and set its “Regarding” field to a specific Dynamics 365 record automatically.

On the other hand, Dataverse (formerly known as the Common Data Service) is a secure, scalable and low-code data platform that can serve multiple apps and services.īy bringing these two robust Microsoft technologies together, users can significantly increase the efficiency of generating and attaching document templates for emails.

One of the four components of Microsoft’s Power Platform, Power Automate enables users to build automated workflows for repetitive manual tasks such as sending emails and setting reminders.

While that may seem like the easiest way to do it for some, there is actually a way to digitalise and automate it through Power Automate and Dataverse. The most common way to create and attach documents to your emails is to do it manually.

Microsoft word add in to attach document to gmail