any tableGenerate documents in bulk from a Dataverse view
Bulk is where per-document pricing hurts. A renewal run for two thousand members is two thousand credits on a metered connector, and a monthly statement run repeats that every month. It is also where the Word template built into Dynamics 365 stops: one record at a time, by hand.
VerseDocs has two answers. The Generate document button on a view takes up to 100 selected rows, renders each document in the sandbox a few at a time and attaches it to its own record, then reports how many succeeded and which failed and why. For larger or scheduled runs, the vdocs_TemplateBatch action takes a template and a set of row ids or a FetchXML query and returns the documents as one zip, or merged into one PDF, per call; a flow loops over as many chunks as the run needs, each inside the Dataverse plug-in time limit.
Unlimited watermarked use, no time limit. $2,400 a year per tenant removes the watermark.
From record to documents in bulk in 3 steps
Enable the table and load a template
Any of the starter templates, or your own. The bulk button lists the same templates as the form button.
Select rows in a view
Tick up to 100 records, click Generate document, choose the template. Records are processed a few at a time; the summary lists every failure by record and reason.
Schedule it
A recurring flow calls vdocs_TemplateBatch with RowIds from a List rows step, or with fetchXml in Options so the action selects the rows itself. Set batchOutput to zip for one file per row or pdf for a single merged print run. Chunk by month, owner or alphabet for large runs; to put each document on its own record instead, loop vdocs_GenerateAndAttach.
Start from a starter
Any row-bound template works in bulk unchanged. The letter, certificate and statement pages describe the templates most often run this way.
Tokens in the template
vdocs_TemplateBatch
TemplateId: <template guid>
RowIds: ["<row 1>", "<row 2>", …] ← or "fetchXml" in Options
Options: { "batchOutput": "zip" } ← or "pdf" to merge into one file
Result: OutFileContent = one zip with a document per row (or one merged PDF)Paste any of this into the template playground with the sample data to see it render in your browser.
- How many rows per call?
- The view button takes 100 selected rows per run. The batch action is capped so a call finishes inside the Dataverse plug-in timeout; the current limit is on the Limits page, and a larger batch is refused immediately rather than timing out. Loop chunks from the flow.
- Does a failure on one row stop the others?
- From the view button, no: the summary reports how many succeeded and, for each failure, which record and why. From a flow, a failed batch call reports its error and the flow retries or narrows the chunk.
- Is there a per-document cost?
- No. The licence is flat per tenant. Two thousand renewal letters cost the same as one.
Rendered in your tenant. Priced per tenant.
VerseDocs is a managed solution of Dataverse plug-ins. Templates, field values and generated files stay in your environment. Try every feature free with a watermark; one licence key removes it for every environment, user and document in the tenant.