any tableGenerate a document and email it with Power Automate
The usual flow for emailing a document from Dynamics 365 has six or seven steps: populate a Word template, create the file in OneDrive, convert it to PDF, get the content, delete the temporary file, send the email. Two of those steps are premium connectors and one of them fails whenever OneDrive is slow.
With VerseDocs it is one action. vdocs_TemplateFromRow takes the template id and the row id, renders the document in the sandbox and returns OutFileContent as base64 text. The Outlook connector's attachment content takes base64ToBinary of that, and the email goes. A sample flow is included in the docs.
Unlimited watermarked use, no time limit. $2,400 a year per tenant removes the watermark.
From record to document and email it in 3 steps
Trigger
When a row is added, modified or deleted on your table, with a filter on the status you care about, for example an invoice becoming Billed.
Render
Dataverse: Perform an unbound action → search vdocs → Generate a Document from a Dataverse Row (vdocs_TemplateFromRow). item/TemplateId, item/RowId, item/Options {"outputFormat":"pdf"}.
Send
Office 365 Outlook: Send an email (V2). Attachment name from the record, attachment content base64ToBinary(outputs('Render')?['body/OutFileContent']). Optionally also vdocs_GenerateAndAttach so a copy sits on the timeline.
Start from a starter
Every row-bound starter works in this flow. The invoice and case summary are the two most people wire up first.
Tokens in the template
Perform an unbound action
Action name: vdocs_TemplateFromRow
item/TemplateId: @{variables('TemplateId')}
item/RowId: @{triggerOutputs()?['body/invoiceid']}
item/Options: {"outputFormat":"pdf"}
Send an email (V2)
Attachments name: @{triggerOutputs()?['body/invoicenumber']}.pdf
Attachments content: @{base64ToBinary(outputs('Perform_an_unbound_action')?['body/OutFileContent'])}Paste any of this into the template playground with the sample data to see it render in your browser.
- Why base64ToBinary?
- OutFileContent is base64 text. Most connector fields that accept a file want binary, and base64ToBinary is the expression that converts it. Passing the text straight through produces a corrupt attachment.
- Can I send from a shared mailbox?
- Yes. Use Send an email from a shared mailbox (V2) in the Outlook connector; the attachment expression is the same.
- Is the Dataverse connector premium?
- The Dataverse connector needs a Power Automate licence that most Dynamics 365 and Power Apps users already hold. No third-party premium connector is involved.
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.