How to customize Print/Email to PDF Templates? They are BLANK!?

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Posted on by ACECORP

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I need to modify the content and layout of the PDF file that is generated via the "Export to PDF" button shown below.

Screen-Shot-2021_2D00_07_2D00_13-at-10.35.57-AM.png

The goal is that when users hit the "Export to PDF", the system uses my Modified Template instead of the default.

I have followed the advice laid out at https://d365goddess.com/dynamics-365-sales-generate-pdf-from-word-templates/

There are some differences, as shown below.

Screen-Shot-2021_2D00_07_2D00_13-at-11.22.04-AM.png

However, when I download the template, it is completely BLANK!!

Screen-Shot-2021_2D00_07_2D00_13-at-11.24.50-AM.png

What am I missing or doing wrong?

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Hi,

Try to check this solution: community.dynamics.com/.../how-to-send-ssrs-report-as-a-pdf-in-email-in-dynamics-crm-online

Also here is a code for On-Premise but you could do a small changes : github.com/.../GeneratePDFFromSSRS

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ACECORP 1,589 on at

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@Ossama Saleh, I believe you may have misunderstand my question as your answer is for something else.

I have followed the advice laid out at https://d365goddess.com/dynamics-365-sales-generate-pdf-from-word-templates/

There are some differences, as shown below.

However, when I download the template, it is completely BLANK!!

What am I missing or doing wrong?

I need to edit the template so that the content and layout of the PDF file are different than what is presented out of box.

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Sorry for my misunderstanding you, you talk about word template.

ok when you download it you need to do the template by using the developers tools in MS Wrd , see this: docs.microsoft.com/.../using-word-templates-dynamics-365

you can see this tab by follow this steps: support.microsoft.com/.../show-the-developer-tab-in-word-e356706f-1891-4bb8-8d72-f57a51146792

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ACECORP 1,589 on at

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Thanks. This was the fix. docs.microsoft.com/.../using-word-templates-dynamics-365

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