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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Save Email record to PDF

Customer experience | Sales, Customer Insights,...

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Save Email record to PDF

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Posted on by Sweden1968

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Hi,

Is it possible to save/export an email record in Dynamics to a PDF?

Basically, the user has the email activity open and want the option to save the record to PDF.

Thanks!

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Microsoft Dynamics CRM

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Muhammad.Affan Moderator on at

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Hi There,

My easy suggestion will be to open the email activity record and using the print preview save it as PDF.

'

This how it will appear as a PDF

Thanks

Affan

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AW-08051523-0 31 on at

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I would love to do what you suggest, but I can't see any option to do that.

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Muhammad.Affan Moderator on at

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@ AW-08051523-0

Open the email activity record and select Ctrl + P. It will show you a print preview. Change the destination to 'save as PDF'

Thanks

Affan

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