Populate Word Document and Convert to PDF in Dataverse using Power Automate


This blog post discusses how to populate a Word document template stored in SharePoint Online, insert a signature, convert the document to PDF, associate it with a Dataverse record, and send an email with the attached PDF. The process can be applied to various requirements, such as populating invoice line items to a Word document. The example scenario in the blog post is issuing certificates to participants who attended a training class. The post provides a step-by-step breakdown of the flow and includes screenshots for reference. It also mentions some considerations, such as using the "Get row by ID" connector instead of the "When a record is selected" trigger and formatting the date. The final result is shown in Dataverse.


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