The Client
Our Australia based clients in health care industry had to manually create files from records in the subgrids. Once the files were created, they had to be converted to PDF document and send them to their clients.
.png)
Healthcare
Send Document Template in email as PDF
Our Australia based clients in health care industry had to manually create files from records in the subgrids. Once the files were created, they had to be converted to PDF document and send them to their clients.
The Challenge
What Was Holding the Business Back?
The organization relied on manual processes to generate PDF documents from Dynamics 365 records, increasing processing time, introducing errors, and delaying document delivery to customers.
Manual Processing
Creating documents from sub-grid records and converting them into PDFs required repetitive manual effort.
Slow Delivery
Preparing and emailing documents individually delayed customer communication and reduced operational efficiency.
Process Accuracy
Manual document generation increased the risk of missing information and incorrect attachments.
Scalability
The existing process could not efficiently support growing document volumes and business operations.
Objective
What We Set Out to Achieve
Automate the generation of PDF documents from Dynamics 365 Sales records and securely distribute them via email, reducing manual intervention while improving accuracy and efficiency.
Our Approach & Solution
How We Delivered Results
Built an end-to-end document automation workflow using Dynamics 365 Sales and Power Automate to generate, process, and email PDF documents directly from CRM records.
01
Record Retrieval
Retrieved updated Dynamics 365 records and identified the appropriate document template for processing.
02
PDF Generation
Generated PDF documents using Dynamics 365 document templates and HTTP-based document export services.
03
Content Processing
Parsed the generated document content and prepared PDF files for automated email attachments.
04
Automated Delivery
Delivered personalized emails with PDF attachments through Power Automate, ensuring timely and accurate document distribution.
Personalized Emails
Generated dynamic email content tailored to each recipient using information from Dynamics 365 records.
Error Handling
Implemented automated exception handling and logging to improve workflow reliability and simplify troubleshooting.
Secure Delivery
Applied secure document handling practices to support compliance and protect sensitive customer information.
Reusable Workflow
Designed a scalable automation framework that can be extended to additional document templates and business processes.
Results & Impact
The Outcome
The automated document generation solution streamlined CRM document processing, reduced manual effort, improved document accuracy, and accelerated communication through fully automated PDF generation and email delivery.
PDF
Auto Generation
Email
Instant Delivery
Zero
Manual Steps
Flow
Process Automation
Conclusion
The Bigger Picture
The Dynamics 365 and Power Automate solution transformed a manual document generation process into a fully automated workflow. By generating PDF documents directly from CRM records and distributing them through personalized emails, the organization improved operational efficiency, minimized manual effort, enhanced document accuracy, and established a scalable framework for future document automation initiatives.
Additional Details
Ready to Transform Your Business with Data?
Connect with our team and let's build your intelligence story.