Export record to PDF
#D365CE, #Sales, #PDF, #WordTemplate
Today, I came back to the old functionality - Export to PDF.
Previously, this feature only supported out-of-the-box entities like Account, Contact, Lead, Opportunity, Quote, Order, and Invoice but did not extend to Custom entities.
It's gratifying to see that this functionality has now been implemented for the Custom Entity.
The Export to PDF functionality is available on D365 for Sales.
For configuration, Open the Sales Hub > move to App Setting area > Productivity tools. Then choose the "Conver to PDF" and configure these entities to apply this functionality.
Scenario: Create a Device Card
My case: I must create a Device Card to show Device information. The user will export it to PDF and send it to the customer.
I have a custom entity called Device that stores the device information of customers.
Involve Steps
1. Configure Word Template - "Device Card"
My sample Word Template "Device Card" is below.
2. Enable "Export to PDF" for entity Device
Configure in Sales Hub > App Setting > under Productivity Tools, click menu "Convert to PDF" then select entity Device > click Save to enable.
3. Check the "Export to PDF" button on the Device entity:
Ya.. here, I completed enabling the functionality "Export to PDF" for the custom entity "Device". 🎉
Live Testing on Sales Hub:
Send email "Device Card.pdf" to customer
In "Export to PDF" screen > click on [Email] icon to send this Device Card.pdf file to the customer via email.
The Email record will be created
This Email will be shown on the Timeline are of the customer.
Check Email record on Timeline area of Contact - John John
Hoping well. 🫶
Thank you for your reading. [NTD]yns.Asia ...invite me a cup. ☕ Thank you. ❤️
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