Document Generation Enhancements in 2020 Release Wave 2

With the release of Microsoft Dynamics 365 and Power Platform 2020 Release Wave 2, Microsoft has made some enhancements to the document generation capabilities and file attachments in model-driven apps. This first post will cover the document generation capabilities and the generation of pdf documents based on document templates.

In the previous wave, several entities were enabled for pdf creation and export, which included Account, Contact, Lead, Opportunity, Quote, Order and Invoice. In the new release, this has been extended to include also custom entities.

If you are new to this feature, then the prerequisite to the generation of pdf documents is the creation of document templates. You can have one or more document template per entity, and once created you can enable the entity for pdf export functionality. Let's go over how to create this. We will use the account entity for this purpose, as it already has the Account Summary template associated with the entity.

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