Power Point presentation based on dynamics 365 data

[aaktas]

Hello,

I want plumsail to create a power point presentation based on my dynmaics 365 data. This should happen automatically by uploading the information in a created template. How is this possible?

Thank you,
Arjin

[Evgeniy]

Hello! You can find the approach in these articles:

• Extract data from PDF and create new leads in Microsoft Dynamics 365 CRM
• Create custom invoices from Microsoft Dynamics 365 CRM

The PowerPoint presentation can be created by starting an accordant process or with an accordant action. Here is an example how to create a presentation with a process.