A Paper Clips episode focused on Microsoft Dynamics as the data source for document generation. The demo shows how to connect a Power Automate flow to Dynamics, retrieve CRM data (like contact or opportunity records), and feed that data into Adobe Document Generation API to produce personalized contracts, proposals, or correspondence as PDFs. A practical pattern for sales and service teams that live in Dynamics.
Generating personalized documents from Microsoft Dynamics (Paper Clips)
How to pull data from Microsoft Dynamics CRM and use it with Adobe Document Generation API to produce personalized PDF documents automatically.