Word to PDF for Microsoft Dynamics 365

Overview:

Word to PDF is a Microsoft Dynamics 365 and Power Platform solution that allows users to upload Word templates, dynamically populate them with CRM data using FetchXML queries, and automatically generate downloadable PDF documents. It streamlines the process of creating invoices, reports, and other structured outputs by supporting data mapping from both parent and child records.

Key Features:

· Automate PDF document generation using Word templates.

· Allow flexible template design with CRM-specific placeholders.

· Support FetchXML for dynamic data retrieval and mapping.

· Enable parent-child (hierarchical) data representation.

· Provide easy integration and configuration within Dynamics 365 entities.

Scope:

This solution provides a seamless method for users to transform CRM data into professional PDF documents. Users can define reusable Word templates, map CRM fields to placeholders using FetchXML, and generate PDFs directly from entity records in Dynamics 365.