Generating and Sharing Screen in PDFs from D365 Sales Using Canvas Apps

In many Dynamics 365 Sales implementations, sales users need a simple and intuitive way to preview a quote, generate a PDF, and share it with customers. Traditionally, this requirement is handled using Word templates, which often feel rigid, require backend configuration, and do not provide a smooth preview experience for users. Microsoft has introduced PDF… Read More »

The post Generating and Sharing Screen in PDFs from D365 Sales Using Canvas Apps first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.