In this video, I take you through the steps to enable the convert quote to PDF functionality, now available natively inside Dynamics 365 Customer Engagement. This will help users save valuable time and produce quotes easily.
This will allow you to begin testing this feature ahead of it’s release to general availability in October.
I also wrote about this on my blog here: https://www.d365geek.co.uk/single-post/2019/09/19/Convert-Quote-to-PDF-using-Inbuilt-Functions
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