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Make the Create PDF files functionality in Sales Enterprise also available for Customer Service entities like Cases

Eline Blom on 12/10/2020 4:37:32 PM
Make the Create PDF files functionality in Sales Enterprise also available for Customer Service entities like Cases

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-quote-pdf
Category: General
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RE: Make the Create PDF files functionality in Sales Enterprise also available for Customer Service entities like Cases

Olivier Furnemont on 4/13/2021 11:30:52 AM

I confirm, as soon as I have created a blank portal in my PROD environment, the Export to PDF button appeared on the case entity.

I also enabled it in the PDF settings based on this blog post:
https://debajmecrm.com/how-to-enable-or-disable-export-to-pdf-option-for-entities-in-cds-dynamics-365-through-code/

HTH

Category: General

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RE: Make the Create PDF files functionality in Sales Enterprise also available for Customer Service entities like Cases

Olivier Furnemont on 4/13/2021 10:59:14 AM

Weirdly, this feature is available in both my DEV & TEST sandbox environments on the case entity!

But impossible to activate it on my production instance, even when the PDF Setting is set to activated... Please MS could an engineer chime in to explain why 2 of my 3 instances have this feature enabled on the case entity?

Maybe it's because I've installed a trial portal on both and not on the PROD instance?

Category: General