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On this page
  • Scenario: Create a Device Card
  • 1. Configure Word Template - "Device Card"
  • 2. Enable "Export to PDF" for entity Device
  • 3. Check the "Export to PDF" button on the Device entity:
  • Send email "Device Card.pdf" to customer

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  1. D365 CE
  2. Sales

Export record to PDF

#D365CE, #Sales, #PDF, #WordTemplate

PreviousCopilot in D365 SalesNextCustomer Experience

Last updated 1 year ago

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.

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:

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

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.

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invite me a cup.
Configure "Export to PDF" for entities
Configure Export to PDF
Sample "Device Card" - Thank you
Enable function for entity "Device"
Button "Export to PDF" is visible
Screenshot - Export to PDF
Live check - Export to PDF
Send email on "Export to PDF"
Email Record on Contact
Page cover image