Generate PDF/Send PDF as an Email Attachment – Dynamics 365 CE OOB – No Code – 2020 Release Wave 1 Feature

Hi,

We were building many solutions to generate PDF and send it as an attachment via email. Generating /Creating PDF is one of the most awaiting feature.

Here are the steps for the same.

1) Open Sales Hub APP
2) Navigate to APP Settings – at the bottom of the site map, select Change area , and select App Settings.
3) Under General Settings –> Overview –> Productivity Tools –> Convert to PDF –> Manage

4) Enable the settings on the entities.
4) Select Save.

Now go to Account form/Quote form/anything where the setting is enabled, you will see two buttons 

 
1) Create PDF and then select the Quote Template

It shows two Options 
         a) Save to Share point – It will automatically the PDF to Share Point and you can see it under Document grid of the record.
         b) Download a copy.

2) Email as PDF and then select the Quote Template. Once you select the Template, email record with is populated with the below values.


To – Potential customer of the quote
From – Current user
Attachments – The generated PDF, added as an attachment
Regarding – Quote record from which the email was triggered
Subject – Quote title

Hope this helps.


Happy 365’ing

Gopinath

One thought on “Generate PDF/Send PDF as an Email Attachment – Dynamics 365 CE OOB – No Code – 2020 Release Wave 1 Feature

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