Dynamics 365 has had a lot of great functionality added within the last few months. So, Microsoft has a
The reason for mentioning this site is that buried in there is a great little nugget of "Create a quote PDF":
NOTE: You will need to be on Dynamics 365 version 9.0.1905.2010 or greater. If you have the October 2019 update installed, this feature is automatically enabled.
But, you may be asking, "How do I get this feature?". Well, I'm glad you asked!
Setting up the "Create a Quote PDF" feature in Dynamics 365
The first thing to understand is that you need to be using the Unified Interface. The new feature is not available is the Classic UI.
Dynamics 365 Word Templates
You may be wondering why this topic is included in this post. But, when you attempt to generate the PDF for the quote, Dynamics 365 Word Templates are used. So, you will need to ensure you have Word Templates set up for your Quotes entity.
I will not go into how to create Word Templates. For more information on this topic, please reference this article:
Generating the PDF for the Dynamics 365 Quote
Now that you have the PDF Settings enabled and the Word Templates set up for the Quotes entity, you can generate the PDF. First, navigate to a Quote record and open it. You will see 2 new menu buttons on the command bar called "Create PDF" and "Email as PDF".
After this message disappears, you will be prompted with the standard Windows Explorer to choose a save location. Once you save the PDF, you will see a PDF file something like the two below examples.
Emailing the PDF Quote from Dynamics 365
The next option you can utilize is the "Email as PDF". The "Email as PDF" button menu will present the same options as the "Create PDF". After you choose a Word Template, the PDF will be generated and a new Email Activity will appear.
Lastly, you need to send the email.
I think this is a great start for a feature that many people have wanted. However, I am hoping that other entities can be added under the "PDF Settings" screen. This could potentially allow you to pick and choose which entities to enable for PDF.
Until next time...
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