Create and Populate Word Template Using Power Automate

Introduction: We are aware of dynamics 365 CRM’s Document template functionality. However document templates do not need XML Mapping which limit the fields that we can populate in template. SO here’s a way to use Power Automate and SharePoint and implement the Document template functionality.

Steps:

  1. Create Word Template with content controls and Upload to SharePoint.
  • Enable the Developer tab and click on Design Mode.
  • From the available controls add the Content controls, repeating controls(For data table).
  • Click on properties and add title, tag.
  • Once done save the word and upload to SharePoint.

In you Power Automate (You can trigger the power automate as per your requirements).

Action 1:

  • Get File Content.
  • Site Address: your SharePoint link
  • File Identifier: Your uploaded document template.

Action2:

  • Populate a Microsoft Word Template.
  • Location: SharePoint Location.
  • Document Library: Share Point Site Contents.
  • File: Your uploaded document template.
  • Content control: the content controls from your template will be visible here.

Action 3:

  • Create file.
  • File Name: Should end with .docx
  • File Content: will be the populated word template.

Conclusion: Thus when your power automate runs, a Document will be created in SharePoint from the document template. It is easy to populate a Content control, to know about how to populate a repeating control- check my blog. Populate Repeating Control of Word Template using Power Automate.


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