The Content Templates add-on for Dataverse generates dynamic emails and documents. The solution includes features such as ribbon flyouts, PDF & Word document generation, email configuration and automation, generic styling, and SharePoint integration.. The solution can be installed through app source here with a free trial.

Templates are HTML-based with placeholders for dynamic content. Administrators can easily manage the templates within configuration records, enabling quick creation and editing of templates.

Features in the solution are as follows

• Dynamic HTML Content
• Ribbon Flyout
  • Example Configuration
• PDF Document Generation
• Word Document Generation
• Emailing Configurations
  • Email Sender – configure the from party for template emails
  • Email Recipients – configure to, cc & bcc parties for template emails
  • Email Events – configure automation of emails within a template record
  • Email Attachments – automate dynamic documents attached to emails
• Content Template Styles with headers & footers
• SharePoint integration