Click on the required type to insert it into your table. Under Controls (2 in the screenshot), you can see the available types (in most cases, you will want to use the Plain Text Content Control). We will be using repeating rows to populate the table within the document, so we only need to create one blank row for now Step 2 – Add your placeholder referencesįor each field you want to populate, you will need to add a placeholder reference via the Developer tab (1 in the screenshot below): In this example, we’re creating a simple table of contact information: Start a new Word document and format as required. Fortunately, this step is straightforward and Microsoft have provided instructions on this for Windows and MacOS. Preparation: enabling the Developer tab in Microsoft WordĪ one-time step that needs to be carried out is to enable the Developer tab in Word’s ribbon. This tutorial will guide you through the steps required to created your customised Word document and create a multi-page report using Dynamics 365 data. The main advantage of this method over using traditional Dynamics 365 templates is that the data can come from any tables that you reference in your flow and can also be combined with additional data along the way. Microsoft Power Automate has a huge range of functionality and with the help of the native Word connector, it is possible to take a prepared Word document and populate it with data from Microsoft Dynamics 365. Now with Power Automate, there is an easier way. Once you are done changing the properties, click on OK to save these changes.Dynamics 365 has long had the ability to populate Word templates, but not without limitations. If you want users to modify the content control but not delete it then check the box next to Content Control cannot be deleted. There are content control options available in the Locking section that prevent them from being deleted or edited. You can change the color to any color of your choice or keep it Automatic.Ĭheck the box next to Use a style to format text typed into the empty control and choose a style from the dropdown box next to Style. Using the dropdown list next to Show as you can either choose Bounding Box, Start/End Tag, or None to control the appearance of the content control in the document. You can now give a title in the textbox next to Title. With the rich text content control selected, click on the Properties button to open the Content Control Properties window. Next, click on the Design Mode button again to turn off the Design mode. The bounding box will have changed and you can now change the text within it to whatever you want. To modify the design of the content control, click on the Design Mode button in the Controls group to turn on the Design mode. This inserts a new field with a bounding box. Next, click on the Rich Text Content Control box in the Controls group to add rich text content control. Then, select the Developer tab in the Ribbon menu. Click on a location in the document where you want to add a control. Insert and Change Rich Text Content Control When you go back to Word you will see the Developer tab enabled in the Ribbon menu. On the right side, in the box below Customize the Ribbon, locate the Developer tab in the list of tabs displayed.Ĭheck the box next to Developer to enable the Developer tab. Once the Word Options window is open, go to the Customize Ribbon tab in the left pane. Then, select the Options tab to open the Word Options window.
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