Bob Guidinger | Saving Generated Documents to SharePoint

Microsoft recently added functionality for one-click document generation to Dynamics 365.  Although this is great functionality, it is a bit limited with regard to where it can save the generated document.  Out of the box, we can add the SetWordTemplate action to a workflow, but that generates the document and saves it as an attachment to an annotation.  What if you want to save it in…

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Bob Guidinger | Saving Generated Documents to SharePoint

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Author: Bob Guidinger

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