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Hi Folks,
I had a Requirement to made a PDF Exported from a word template in CRM editable.is there a way we can achieve it.
This is how I want it to be
Hi,
Thank you for your query.
There is no out-of-the-box feature to work achieve this. If you are using online version, you cannot refer any third party library to do this work for you. You can write a web-service to do the heavy lifting (create editable PDF forms), then you can call this API in a plugin or custom code activity (custom workflow step). But, i believe you also need to store back this information.
Hence, the better way to capture information would be:
I would strongly recommend to avoid PDF forms and choose online forms/web page approach, this will make it easier and manageable.
Customer Voice Capabilities | Microsoft Dynamics 365
Configure a web form steps for a portal - Power Apps | Microsoft Docs
Embed forms on external websites (Dynamics 365 Marketing) | Microsoft Docs
Thank you for the help.
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