Skip to main content
Post a question

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id : jPFAI2OIG4D3atSW87wRJS
Customer experience | Sales, Customer Insights,...
Suggested answer

How to print or send Sales orders to customers in D365 Sales?

Like (0) ShareShare
ReportReport
Posted on 19 Nov 2019 13:50:02 by 155

Hi, I have the impression that Orders in D365 for Sales is the poor child of the family. I am looking for a way to print and send Sales orders to customers but I cant find it anywhere. Please can you help? Thanks. Patrick 

  • Patrick Mandengue Profile Picture
    Patrick Mandengue 155 on 22 Nov 2019 at 09:40:18
    RE: How to print or send Sales orders to customers in D365 Sales?

    Thank you. Still, Sales orders cant be generated from Sales quote. There is a button to create invoice from Quotes but no orders. It is weird.

  • Inogic Profile Picture
    Inogic 426 on 21 Nov 2019 at 06:46:39
    RE: How to print or send Sales orders to customers in D365 Sales?

    Hi Patrick,

    It looks like you are looking for an automated process of exporting the D365 order (report/Word Template )and send this as PDF to the customer.

    In this case, you can consider our packed solution Click2Export, which does the task of automating the process.

    You can use this link for more details.

     

    Thanks!

  • Suggested answer
    Quratulain Ibrahim Profile Picture
    Quratulain Ibrahim 203 on 19 Nov 2019 at 15:38:48
    RE: How to print or send Sales orders to customers in D365 Sales?

    Hi Patrick,

    I am assuming you would want to use an OOB functionality. For this case you have two options;

    1. Use Order report, you can save the report and send it to customer.

    pastedimage1574177860515v2.png

    2. Create a Word template which can then be used for generating reports. https://docs.microsoft.com/en-us/power-platform/admin/using-word-templates-dynamics-365

  • Suggested answer
    ashish12 Profile Picture
    ashish12 3,079 on 19 Nov 2019 at 15:35:29
    RE: How to print or send Sales orders to customers in D365 Sales?

    Please follow this link docs.microsoft.com/.../using-word-templates-dynamics-365.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 on 19 Nov 2019 at 15:22:49
    RE: How to print or send Sales orders to customers in D365 Sales?

    Hello Patrick,

    There are several ways to make your Sales Orders printable:

    1. Word Templates - docs.microsoft.com/.../using-word-templates-dynamics-365

    2. SSRS Reports - readyxrm.blog/.../

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,358

#2
Martin Dráb Profile Picture

Martin Dráb 231,166

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans
Loading started