web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Export to PDF button m...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Export to PDF button missing

(0) ShareShare
ReportReport
Posted on by Community Member

Hi all,

I have enabled the Export to PDF functionality for a custom entity.

But the button is still not visible in the form.what could be the issue?

Thanks!

I have the same question (0)
  • Suggested answer
    Nya Profile Picture
    Nya 29,060 on at

    Hi,

    Please following the next steps to enable the button.

    • Open the Sales Hub app.
    • Navigate to App Settings > General Settings > Overview > Convert to PDF and click the Manage.

    pastedimage1632964417562v1.png

    • Find the entity for which you'd like to enable the "Export to PDF" feature. For example, the "Custom" entity.

    pastedimage1632964503819v2.png

    After saving the change, you can see the button shown in the form of the "Custom" entity.

    pastedimage1632964599049v3.png

  • Community Member Profile Picture
    Community Member on at

    Hi,

    I have the exact same steps. However, the button is not visible for my entity

  • Nya Profile Picture
    Nya 29,060 on at

    Hi,

    You could try to remove the entity from the App Designer and re-add it.

    Or import Ribbon Workbench to check if there is any customization on the buttons of the entity.

  • Gabriel Barreto Profeta Profile Picture
    Gabriel Barreto Pro... 15 on at

    Thanks for the solution, that really solved it in my organization.

  • Jonatanhn Profile Picture
    Jonatanhn 5 on at

    I have issues getting the Export to PDF button visible.

    I have added it via the Sales Hub app settings for Opportunity.

    I have also tried to remove and re-add the Opportunity from the App.

    But still not visible in the ribbon. Any further suggestions?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 70 Super User 2025 Season 2

#2
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 33 Most Valuable Professional

#3
Daniyal Khaleel Profile Picture

Daniyal Khaleel 32 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans