The Create Quote PDF capability and the option to enable PDF generation was introduced in version 9.0.1905.2010 of Dynamics 365 CE. It can be enabled in the App Settings of the Sales Hub and it will add two buttons to the ribbon of the Quote form: ‘Create PDF’ and ‘Email as PDF’ of a selected Word template.
The big question is whether this option is or will be available for other entities…
Continue Reading StefanS365’s Article on their blog
Generate PDF from Document Templates in CDS & Dynamics 365 CE using native Web API with Flow – There’s Something About Dynamics 365
Posted by The Create Quote PDF capability and the option to enable PDF generation was introduced in version 9.0.1905.2010 of Dynamics 365 CE. It can be enabled in the App Settings of the Sales Hub and it will add two buttons to the ribbon of the Quote form: ‘Create PDF’ and ‘Email as PDF’ of a selected Word template.
Blog Syndicated with StefanS365’s Permission
More About This Author
Array
Dyn365CE2 February 2024Validate file input of manually triggered flow with trigger conditions
Dyn365CE25 October 2023Bulk Delete assets in Microsoft Purview via the user interface
Dyn365CE24 October 2023Bulk Delete assets in Microsoft Purview with Power Automate flow
Dyn365CE26 March 2023Populate a dynamic Microsoft Word template in Power Automate flow
