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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / sales order email or e...
Customer experience | Sales, Customer Insights,...
Answered

sales order email or export to PDF options

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Posted on by Samantha73 2,482
Hi All
I'm trying to find a way to email sales order confirmation or export to PDF similar to the functions available in Quote. I cannot find these in Sales order
Categories:
Microsoft Dynamics CRM
Dynamics 365 Sales
  • Verified answer
    Jimmy Passeti | MVP Profile Picture
    Jimmy Passeti | MVP 158 on at
    sales order email or export to PDF options
    Hello,
     
    To use the export to PDF on order, you need to enable it.
     
     
    Regards,
    Jimmy Passeti | Microsoft MVP
    ✅ Please mark as Verified if this answered your question!
  • Verified answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,941 Super User 2024 Season 1 on at
    sales order email or export to PDF options
    Follow below steps to enable PDF generation functionality for sales order in D365.
     

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