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.

Configure "Export to PDF" for entities

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

Configure Export to PDF

1. Configure Word Template - "Device Card"

My sample Word Template "Device Card" is below.

Sample "Device Card" - Thank you

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.

Enable function for entity "Device"

3. Check the "Export to PDF" button on the Device entity:

Button "Export to PDF" is visible

Ya.. here, I completed enabling the functionality "Export to PDF" for the custom entity "Device". 🎉

Screenshot - Export to PDF

Live Testing on Sales Hub:

Live check - Export to PDF

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.

Send email on "Export to PDF"

Check Email record on Timeline area of Contact - John John

Email Record on Contact

Hoping well. 🫶

Thank you for your reading. [NTD]yns.Asia ...invite me a cup. ☕ Thank you. ❤️