30
Hi,

It would be very useful if the capability to Generate and Email PDF is extended beyond Quote to other entities

Cheers
STATUS DETAILS
Planned
2020 Release Wave 2
Ideas Administrator

Thank you for your feedback. We would like to update you that Custom entity support for PDF document generation this is planned for 2020 Release Wave 2. Please refer to https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave2/sales/dynamics365-sales/simplify-document-workflows-enhanced-pdf-capabilities for Dynamics 365 for Sales for details.

Sincerely,
Paramita Chatterjee
PM, Microsoft.

 

Comments

E

I'd like to see this feature extended to allow reports to be exported as PDFs and not just word documents.

Our quote document is multilingual and is too complex for a word document.

The generate and email PDF feature would be a very useful time saver for our sales team.

Category: Opportunity, Quotes, Orders, Invoices, Products

E

The PDF generation capability has been extended to other out of box entities: Account, Contact, Lead, Opportunity, Orders, Invoices

Category: Opportunity, Quotes, Orders, Invoices, Products

E

Especially custom entities!!

Category: Opportunity, Quotes, Orders, Invoices, Products

E

Basically every client I work with have this request. Even with MS Flow the process is not seamless.

Category: Opportunity, Quotes, Orders, Invoices, Products

E

much needed enhancement!

Category: Opportunity, Quotes, Orders, Invoices, Products

E

Basically every client I work with have this request. Even with MS Flow the process is not seamless.

Category: Opportunity, Quotes, Orders, Invoices, Products

E

much needed enhancement!

Category: Opportunity, Quotes, Orders, Invoices, Products