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rclgoriparthi avatar image
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rclgoriparthi asked RaytheonXie-MSFT commented

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

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?

office-sharepoint-online
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Hi @rclgoriparthi ,
I am currently doing some research on this issue, will let you know as soon as possible.

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RaytheonXie-MSFT avatar image
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RaytheonXie-MSFT answered RaytheonXie-MSFT commented

Hi @rclgoriparthi ,
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/

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Hi @rclgoriparthi ,
Have you tried the solution I proposed?

If you have any questions or progress, you can contact me in time.

Looking forward to your reply

Have a lucky day!

Thanks,
Raytheon Xie

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rclgoriparthi avatar image
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rclgoriparthi answered RaytheonXie-MSFT commented

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

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Hi @rclgoriparthi ,
Thanks for your reply. Does the answer works for you? If there are any question about the issue, please feel free to reply.

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