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Customer experience | Sales, Customer Insights,...

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sales order email or export to PDF options

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Posted on by Samantha73

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Hi All

I'm trying to find a way to email sales order confirmation or export to PDF similar to the functions available in Quote. I cannot find these in Sales order

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Microsoft Dynamics CRM

Dynamics 365 Sales

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Jimmy Passeti | MVP 292 on at

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sales order email or export to PDF options

Hello,

To use the export to PDF on order, you need to enable it.

How enable export PDF button

Export PDF documentation

Regards,
Jimmy Passeti | Microsoft MVP
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Amit Katariya007 8,699 Super User 2024 Season 1 on at

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sales order email or export to PDF options

Follow below steps to enable PDF generation functionality for sales order in D365.

Enable PDF generation for an entity

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