Create & Send PDFs from Word Templates for Quotes in D365 CE Wave 2 Updates

And as we continue to ride on the Wave 2 October release features of the D365 for Sales, here’s a much anticipated feature Salespeople have been asking for. The ability to send Quotes as PDF (derived from Word Templates) right from the Quote itself.

At the time of this blog, I had enabled the Wave 2 Updates on the trial instance. Kindly try the same in your Sandbox instance first.

If you’re…

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Create & Send PDFs from Word Templates for Quotes in D365 CE Wave 2 Updates – D365 Demystified

Quickly send PDFs in Email attachment or download them directly from Quote – D365 Sales Wave 2 feature!

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