Upload Image from Portal and prepare Word document
A client based in the USA, required a solution for managing media files efficiently. Specifically, they needed to attach multiple images with captions from Dynamics 365 Portal and prepare a Word document (.docx) containing these images and captions. Additionally, the document needed to be uploaded to a designated path on SharePoint.
What Was Holding the Business Back?
The organization needed an efficient way to collect media files from users, organize them into structured documents, and securely store them for future reference. Manual document preparation was time-consuming, inconsistent, and difficult to manage at scale.
What We Set Out to Achieve
How We Delivered Results
Built an end-to-end document automation workflow using Dynamics 365 Portal, Azure Web API, and SharePoint to simplify media collection, document generation, and secure document management.
The Outcome
The automated document generation solution streamlined media management by eliminating manual document creation, improving consistency, accelerating SharePoint document storage, and providing a scalable framework for enterprise documentation workflows.
The Bigger Picture
The Dynamics 365 Portal and SharePoint integration successfully transformed manual media documentation into a fully automated workflow. By enabling users to upload images and captions, automatically generating Word documents through Azure Web APIs, and securely storing them in SharePoint, the organization improved productivity, standardized documentation, strengthened collaboration, and established a scalable document management solution for future business needs.