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Daemon_Wheatley's avatar
Daemon_Wheatley
Copper Contributor
Oct 18, 2022

Creating a form to generate a word doc

Hello,

 

 

I am looking into creating a form for my colleagues to fill out to make quoting for service contracts a bit easier for them .

 

I would like to be able to link the form to Dynamics CRM to pull through the customer information.  

from here i would like to set some multiple choice questions. depending on what is choosen for each answer, a different section of text is inputted to a word doc. which in turn builds the contract which then can be sent to a customer as a PDF.  

 

 

Thank you for any assistance.  I am new to this and not sure if the forms app is the right app to use or if i need to looking at power apps or even a combination of things.  

 

 

 

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