![]() ![]() This guide is split into two main sections: I’ll show you exactly how easy it is to use Power Automate to send custom Word templates today. While these types of documents are incredibly important to many organizations, if you’re not working with the Power Platform tools, or the available Power Automate templates, configuring them to be dynamically generated from data in your CRM can be very difficult, time-consuming, and often require a developer to make look professional. ![]() With the growth of the Microsoft Power Platform and the introduction of Power Automate, creating custom Word templates and sending them in emails or saving them for recordkeeping is incredibly easy. This content can take the shape of order receipts, membership cards, or even diplomas. One of the best parts about having a good CRM platform is the ability to generate personalized content to share with your customer base. ![]()
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