Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2019 release wave 2 Discover the latest updates and new features to Dynamics 365 planned through March 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 Timeline
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
I have a requirement to create a form say which has more details and we need to have it as a external file say as PDF and some of the information from the pdf should go to the dynamics and create a record.
Please can anyone give a suggestion for it.
Basically we need two forms one with more details and other form in dynamics 365 which is going to have the high level detail from the first form.
Since first form has more data and information we want to to be created as pdf and stored in Sharepoint. But i would be help if anyone can give me suggestion on creating this big form out of dynamics and saving it as a pdf and getting the needed information from it to the dynamics 365
Diwakar Raju Devaraj
Can you advise the environment you are using, i mean version of dynamics and whether it is on-premise or online?
Basis on this can suggest some path forward
Its Online Application
Online Dynamics 365 2019 ver2
Have you checked URL mentioned below which has step by step guide to enable the PDF generation on few of OOTB entities which will convert any Word template in PDF format
Hope this will give you some path to proceed & do suggest if it doesn't work for you
Business Applications communities