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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / "Export to PDF&qu...
Customer experience | Sales, Customer Insights,...
Suggested answer

"Export to PDF" Templates are Completely Blank?

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Posted on by ACECORP 1,589

I need to modify the content and layout of the PDF file that is generated via the "Export to PDF" button shown below. 

pastedimage1626190296635v1.png

The goal is that when users hit the "Export to PDF", the system uses my Modified Template instead of the default. 

pastedimage1626190296636v2.png

I have followed the advice laid out at https://d365goddess.com/dynamics-365-sales-generate-pdf-from-word-templates/

There are some differences, as shown below. 

pastedimage1626190296636v3.png

However, when I download the template, it is completely BLANK!!

pastedimage1626190296636v4.png

What am I missing or doing wrong?

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  • Suggested answer
    ACECORP Profile Picture
    ACECORP 1,589 on at
    RE: "Export to PDF" Templates are Completely Blank?

    This is the fix: docs.microsoft.com/.../using-word-templates-dynamics-365

    Problem solved. 

  • Nya Profile Picture
    Nya 29,060 on at
    RE: "Export to PDF" Templates are Completely Blank?

    Hi,

    It's great to hear that the issue has been solved.

    Thanks for the sharing.

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