Generate custom PDF invoices and other documents from Microsoft Dynamics CRM in Power Automate

From this article, you will learn how to extract Dynamics entity information to PDF files. We illustrated it by the case of creating PDF invoices from a Dynamics CRM order. Here is how the resulting invoice might look:

To go over the below steps, you need a Plumsail account to be able to use a document generation tool from Plumsail Documents in Power Automate Flow.

Look at the brief description of the Flow to get an idea of how you can extract entity data from Microsoft Dynamics CRM and pass it to custom documents.

Flow description

The Flow triggers on a selected order in Dynamics CRM:

Then we make a query to pull details on products related to the order:

And after we’ve got all the needed data from D365 CRM, we start the document generation process in Plumsail Documents:

Exported entity information populates our invoice template. In the end, we’ll receive the resulting invoice in PDF format.

To create a similar Flow, consult its detailed description on our site.

Getting started

Sign up for Plumsail Documents to get a 30-day trial free of charge.

Plumsail team is always ready to guide you — just drop us a line to support@plumsail.com.