Creating a form to generate a word doc

Copper Contributor




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.  




0 Replies