Export record to PDF
#D365CE, #Sales, #PDF, #WordTemplate
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#D365CE, #Sales, #PDF, #WordTemplate
Last updated
Was this helpful?
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.
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
My sample Word Template "Device Card" is below.
Configure in Sales Hub > App Setting > under Productivity Tools, click menu "Convert to PDF" then select entity Device > click Save to enable.
Live Testing on Sales Hub:
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
Ya.. here, I completed enabling the functionality "Export to PDF" for the custom entity "Device".
Hoping well.
Thank you for your reading. [NTD]yns.Asia ... Thank you.
