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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Convert to PDF not work
Customer experience | Sales, Customer Insights,...
Answered

Convert to PDF not work

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Posted on by ALAN365 2

Hi expert,

Following the MS document (https://learn.microsoft.com/en-us/dynamics365/sales/enable-pdf-generation-quote?tabs=sales#license-and-role-requirements), I enable the Contact and Opportunity entities PDF generation. The result is I can see the "Export to PDF" button on the Opportunity record commend bar, Cannot see it on the Contact record commend bar. 

Can you pls help me to find the reason? Thanks.

I have the same question (0)
  • Verified answer
    Mohamed chouaieb sayari Profile Picture
    Mohamed chouaieb sa... 40 on at

    HI,

    did you navigate to app settings then click on mange under productivity tools convert to pdf.

    If not please do. Otherwise feel free to contact me.

    Mohamed Chouaieb Sayari

    contact : chouaiesby@gmail.com

  • Verified answer
    Inogic Profile Picture
    Inogic 766 on at

    To enable the Export To PDF button in any entities there is a setting in CRM. Please find the steps with the screenshot to display the button on the Contact entity.

     1. Change the Area to App Settings > Productivity tools > Convert to PDF.

    1Export-To-PDF.jpg

    2. Search Contact, by entering in Filter by entity name field, select Contact entity, and click on the Save button.

    2Export-To-PDF.jpg

    Note: After saving the setting, please log out the CRM and re-login once again to see the changes in the environment.

     

    Change the Area to Sales > Contact where you can see the Export to PDF button on the Command bar on the contact record as shown in the below screenshot.

    3Export-To-PDF.jpg

    Hope this helps.

     

    Thanks!

  • Suggested answer
    CU03121054-0 Profile Picture
    CU03121054-0 2 on at
    I am able to get this button but when I try to expotr sa PDF then file is not open for preview or download. 
    Can you pls help me to find the reason? Thanks.

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