Save and Email PDF options added to Dynamics 365 Sales – 2020 Release Wave 1 Plan

The PDF generation capability has been added to Dynamics 365 Sales for the following entities: Lead, Contact, Account, Opportunity, Quote, Order and Invoice. As an Admin, we can configure it here. Enabling it adds the Create PDF and Email as PDF commands. Create PDF and Email as PDF options will let the user select the … Continue reading “Save and Email PDF options added to Dynamics 365 Sales…

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Save and Email PDF options added to Dynamics 365 Sales – 2020 Release Wave 1 Plan

The PDF generation capability has been added to Dynamics 365 Sales for the following entities: Lead, Contact, Account, Opportunity, Quote, Order and Invoice. As an Admin, we can configure it here. Enabling it adds the Create PDF and Email as PDF commands. Create PDF and Email as PDF options will let the user select the…

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