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Can anyone help and navigate me to the relevant settings which will allow me to turn on PDFgenerator *not from* the sales app
Simply because we haven't installed this app and i'm not sure I want to install just for this
It seems currently this feature can only be enabled in Sales Hub App.
"The PDF generation capability for additional entities (entities other than quote) is released with Dynamics 365 Sales (Sales Hub) app version: 9.0.1911.1009, as part of the weekly release of the product to individual geographies."
As of now PDF Generate option is only for Sales entities, from which entity you are planning to generate PDFs.
You can extend you own app by adding a sub-area for the "General Sales Settings" to the sitemap.
Use type URL with this URL:
In Wave 2 2020 you're no longer restricted to standard entities but are able to enable "Convert tot PDF" for custom entities.
I have the same issue like alexyou. The suggested solution from Henrik Bo does not work for me.
I got the error "No manifest found"
Did anyone find a solution to enable PDF generation *not* from the sales app?
Are you able to add the URL to the Sitemap like below:
I was able to add the PDF Settings to the SiteMap. As result i see a view of the PDF Settings
When I use the URL from you, I got the script error from above
Do you have the Dynamics 365 Sales App enabled?
The Export as PDF are part of the Dynamics 365 Sales App in Wave 2 2020:Simplify your document workflows with enhanced PDF capabilities
At least to my knowledge.I guess that you get the error with my URL because D365 Sales App are not installed.
I don't know if Export to PDF are available on the bare Power App Platform.
Please is it possibe ot enable it on condition. I want to enable it only when the Quote has a certain status (Active. Approved)?
we don't have the Sales App enabled. And because of licensing we won't activate it. We only use the bare Power App Platform.
But I found a nice workaround. The Web-Request to ExportToPDF is still available without the SalesApp.
So I created a FLOW that uses the Web-Request https://myorg.crm4.dynamics.com/api/data/v9.0/ExportPdfDocument. That converts my word-template to PDF. Finally the Flow attaches the PDF as a note to my target record
It works properly good
there is a way to enable pdf generator for other entities even without sales.
When I looked in developer console which requests are made I found out that there is a pdfsetting entity record which is being updated.
It returns this:
Have you already considered to use Word Template + Real Time Custom Workflow + PA?
You have rule that you want this funcionality only when Quote is in active state:
1º build Word Template - for quote
-build Custom Workflow - real time:
-The PA make the rest of the magic:
How will you trigger Power Automate Flow from the Real-Time Custom Workflow?And how will you convert to PDF in Power Automate? Currently you have to store the document in OneDrive and convert it there.
The Workflow in real time have two distinct purpose
1º - have a nice, simple and rapid way to user experience
2º - If you want to have some intelligence in order to block the pdf generator to users when the quote isn´t in active state
3º this workflow when the condition it´s true can update in background a custom field (two option for example) and this updated field will be the trigger for PA
And how will you convert to PDF in Power Automate?
I have a similar scenario that I use in custom workflow (you can use the above workflow) to create the word template and store in attachement notes
And PA when is triggered one of the steps it´s to find and gather the note corresponding to this document.
Here you can do like you suggest convert to PDF using onedrive
Once the pdf is converted you can do whaver you want
If you don´t need nothing that i said above,
You can buildyour automation in PA to users acess in DYN365 Quote form
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