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Export to PDF in Email form has gone missing

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Posted on by Praveen_e04

Hi All,

We used to have "Export to PDF" button in the ribbon on the Email form, and we were able to export the email in PDF format, based on the word template I created.

All of a sudden, the "Export to PDF" option is missing on the Email form.

Any idea what could have happened?

Thanks,

Praveen.

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LuHao 40,892 on at

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Hi Praveen,

Please check if the Email entity has been enabled "Convert to PDF".

Go to Sales Hub, then

At the bottom of the site map, select Change area and then select App Settings.

In the site map, select Overview.

On the Overview page, under Productivity tools, select Manage for Convert to PDF.

On the Convert to PDF page, select Email.

Select Save.

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Praveen_e04 60 on at

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Hi Hao,

Thanks for the response. I don't see Email entity in the list. Am I missing anything here?

Regards,

Praveen.

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LuHao 40,892 on at

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Hi Praveen,

Please open the app designer of Sales Hub and check if Email entity is selected.

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Praveen_e04 60 on at

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Hi Hao,

Yes, Email entity is selected there, but still I don't see Email entity under "Convert to PDF" screen :(

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LuHao 40,892 on at

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Hi Praveen,

Yes, I tested it and "Export to PDF" button is really disabled for Email entity.

So we can only use Power Automate to generate PDF.

Please refer to

Microsoft Power Automate template

Generating a PDF Document using Microsoft Flow

Generate Document Templates in CDS using Flow

Generate PDF from Document Templates in CDS & Dynamics 365 CE using native Web API with Flow

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Praveen_e04 60 on at

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Thanks Hao. We created a Microsoft ticket and they have confirmed that, it was removed recently, part of the design.

However, we were able to get around that using that using ribbon workbench.

Regards,

Praveen.

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Tomit 12 on at

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Hey Praveen,

Great to hear you found a workaround Would you mind please pointing me in the right direction on how to setup the workaround?
Currently having the same issue, I would like to be able to select to export emails as PDF from the ribbon.

I wonder why they turned it off, can't see it documented anywhere. Seems to be available for all other entities bar email..

Thanks,

Tom

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Inogic 682 on at

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Hi Praveen e04,

Currently CRM does not support "Export to PDF" feature for "Email" entity. If you want to perform Export to PDF operation on email entity, you can try our product "Click2Export".
Click2Export is a productivity app to export Report/CRM Views/Document templates from Dynamics 365 in a single click. With this app, you can perform actions such as attach the exported files as Note, upload those files to SharePoint, attach and auto-send the exported files in an Email or download them for offline consumption.

Click here for more information on Click2Export.

Thanks!

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Praveen Kumar Ellappa 160 on at

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Hi Tom,

Even though MS turned OFF, we were able to turn it ON using Ribbon Workbench.

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