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Customer experience | Sales, Customer Insights,...
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Creating and Integrating Form

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Posted on by 85

Hi,

I have a requirement to create a form say which has more details and we need to have it as a external file say as PDF and some of the information from the pdf should go to the dynamics and create a record.

Please can anyone give a suggestion for it.

 Basically we need two forms one with more details  and other form in dynamics 365 which is going to have the high level detail from the first form.

Since first form has more data and information we want to to be created as pdf and stored in Sharepoint. But i would be help if anyone can give me suggestion on creating this big form out of dynamics and saving it as a pdf and getting the needed information from it to the dynamics 365

Thanks,

Diwakar Raju Devaraj

I have the same question (0)
  • manojd Profile Picture
    1,397 on at

    Hi,

    Can you advise the environment you are using, i mean version of dynamics and whether it is on-premise or online?

    Basis on this can suggest some path forward

  • Diwakar Raju Devaraj Profile Picture
    85 on at

    Its Online Application

  • Diwakar Raju Devaraj Profile Picture
    85 on at

    Online Dynamics 365 2019 ver2

  • Suggested answer
    manojd Profile Picture
    1,397 on at

    Have you checked URL mentioned below which has step by step guide to enable the PDF generation on few of OOTB entities which will convert any Word template in PDF format

    docs.microsoft.com/.../enable-pdf-generation-quote

    docs.microsoft.com/.../create-quote-pdf

    Hope this will give you some path to proceed & do suggest if it doesn't work for you

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