Download CRM form as PDF

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Posted on by Community Member Microsoft Employee

Does CRM , support the capability of changing a CRM-form into a PDF file that includes all the data in the present fields on the forms for each record in every entity. If not, what would be a good solution?

Thanks in advance..

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Community Member Microsoft Employee on at

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RE: Download CRM form as PDF

Hi,

maybe the print preview is enough in your case
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Preeti Sharma 2,678 on at

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RE: Download CRM form as PDF

Hi Divya,

This is not available OOTB. You can go for creating report by including all the required fields in that report and download it as pdf (or any other format you need).

Hope this helps:)
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Mahendar Pal 45,095 on at

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RE: Download CRM form as PDF

Hi Divya,

There is nothing available out of the box but you can have a report where you can keep all of your data and export that report as pdf. You can also look for addons available in appsource to download CRM record in pdf format.

Hope it will help.