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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

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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 29,064 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 29,064 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?

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