Category Archives: Uncategorized

Macro Templates solution: deployment

This post is part of a series of posts. Please use the links below to navigate through the related posts: To deploy the solution, follow these steps (loosely): Finally, to test it out, create a record in the Template Demo table and use “New Document” button to test it all out:

Macro Templates solution: Dataverse tables

This post is part of a series of posts. Please use the links below to navigate through the related posts: In the Macro Templates demo solution, there are only 3 tables: Technically, only two of those are needed for the templates (“Document Teamplate” and “Template Download”), the only reason there is yet another one (“Template… Read More »

Macro Template solution: template file

This post is part of a series of posts. Please use the links below to navigate through the related posts: You will find a sample template file in the git repo: It’s a sample, you can create your own, and there can be multiple templates. Ultimately, they all need to be added to the Document… Read More »

Macro Templates solution: Power Automate flow

This post is part of a series of posts. Please use the links below to navigate through the related posts: There is a single cloud flow in the solution – the purpose of that flow is to create a small excel spreadsheet in Sharepoint that has all the data the document template may need. On… Read More »

Macro Templates solution: Custom Page dialog

This post is part of a series of posts. Please use the links below to navigate through the related posts: Custom pages are great – they are easy to develop, they can do what a canvas application can do, and they work within the model-driven application. We can also use custom pages with Xrm.Navigation.navigateTo to… Read More »