How To Fill D365 SharePoint Online Metadata In Word Document Template Using Lists and APIs

Question

I have the word document with 500 pages, interested to create MS Word Document templates in M365 SharePoint online and populate fields dynamically from the SharePoint Lists/Custom WebAPIs by using Power Platform

Can you please suggest the best possible options?

Answer 1

Hi @RKG ,
I will recommend you to use Power Automate. Power Automate allows you to connect two or more applications (whether from Office 365 or third parties) and perform actions that automate the most routine business processes. Some of the functions of this tool are to move data between systems, send reminders about tasks, support data from any API, automate tasks from a local device.

I have found some nice article about populating a Word document. You can make a reference
https://www.strategy365.co.uk/populating-word-document-with-microsoft-power-automate/
https://www.c-sharpcorner.com/article/how-to-fill-sharepoint-metadata-in-word-document-template-using-quick-parts-and/

Note: Microsoft is providing this information as a convenience to you. The sites are not controlled by Microsoft. Microsoft cannot make any representations regarding the quality, safety, or suitability of any software or information found there. Please make sure that you completely understand the risk before retrieving any suggestions from the above link.

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Answer 2

Thank you for sharing these details and 2nd one I have already tried with simple 2 pages document.