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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to generate a pdf ...
Microsoft Dynamics CRM (Archived)

How to generate a pdf view of Invoice or opportunity or quote using Plugin/ JavaScript?

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Posted on by Community Member

Hi,

I'm looking for some suggestion on how to generate a PDF view from Opportunity, Invoice/Quote entity.

I have gone through many community posts but nowhere been able to find PDF generator from Invoice Entity. 

My requirement is simple. I just want to create a PDF view of a current Invoice that is open.

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I have the same question (0)
  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman on at

    You can refer the following thread:

    community.dynamics.com/.../205829

    Hope this helps

  • Suggested answer
    Michel van den Brink Profile Picture
    Michel van den Brink 4,697 on at

    Hello,

    There are two routes you can take, both have some manual steps.

    1. Use a Word Template

    Create a Word Template that you can run on the Invoice entity and export it to Word. In Word, use the [File] > [Save As] option to save to the PDF file format.

    2. Use a Report

    Create a SSRS Report (which you can do with the Reporting Wizard) that can run on the Invoice Entity. Then run your report on an invoice and click the Save Icon (floppy disk icon) in the report viewer and click 'PDF' to export it as PDF.

  • rath.amit38@gmail.com Profile Picture
    rath.amit38@gmail.com 2 on at

    Hi,

    Please refer the below URL where the requirement can be achieved by using SSRS report (using rdl file) and the custom code to generate PDF from it.

    community.dynamics.com/.../253073

  • Community Member Profile Picture
    Community Member on at

    Is there any way I can query data directly form Invoice entity using odata query and javascript then render the data as PDF? the javascript will help me create a button and once I click on the button it will download the PDF of that particular record. I want to avoide report creation route as from a users perspective it's double work.

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