During this video, we will demonstrate how to automate the creation of documents using Microsoft Power Automate (formerly Microsoft Flow), including conversion to PDF.
The resulting file can then be submitted to your organisation’s Intranet or sent to a customer via DocuSign, for example – all completely automated!
We will be using a SharePoint list as the data source, however the same process will apply if you’re using an alternate database, such as SQL, Excel, Dataverse (formerly the Common Data Service), etc.
This demonstration relies heavily on SharePoint content types, specifically utilising Quick Parts within a Microsoft Word template. If you’re not already familiar with these topics, it’s recommended that you check out the following videos prior to watching this tutorial:
Adding a Content Type’s Metadata into its Document Template
If you have any questions or requests for further videos, please feel free to leave a comment on the YouTube video, or get in touch with us directly on learn@3grow.net
Watch the video…
Roadmap
The purpose of the diagram is to illustrate the relationships between our Office 365 courses, ensuring attendees come to each course prepared with the appropriate prerequisite knowledge, and are aware of the next steps in their learning journey.
Calendar
Our remotely-delivered online courses are available as public scheduled courses, as well as private customised training events. They’re still delivered by a live instructor (rather than pre-recorded), and aim to mimic classroom training as much as possible
Contact
Whether your training enquiry is for in-person or online training, we are here to assist you. 3grow offers a range of Microsoft courses that meet all your 365 needs.
Plesse contact us by filling out the form. We will contact you back as soon as possible.
