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Microsoft Dynamics 365 | Integration, Dataverse...
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Customizing an order form

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Posted on by Microsoft Employee

Hi

I'm looking to be able to customize an order form. Basically, my sales team do not want to be able to see some of the fields on the order forms and need additional areas added, for when they send the form to a client. Is there a way to do this? the form is generated via the 'Export to PDF' link within the tool bar near the top as in the screen attached.

Many thanks in advance for your help

G3173.Capture.PNG

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Customizing an order form

    Hi Garybr2021,

    You are welcome. If you are stuck somewhere, feel free to ask. If you think my answer help you, you could verify it.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Customizing an order form

    Many thanks for this Steve. I've now created a new template and in the process of adding the correct fields.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Customizing an order form

    Hi Garybr2021,

    Yes, you need to upload your word template to achieve this. Please follow the steps:

    1. Download the word template

    pastedimage1638840178473v1.png

    2. Customize your word template

    Reference:

    Use Word templates to create standardized documents - Power Platform | Microsoft Docs

    Create Microsoft Word Templates in Dynamics 365 (tecman.co.uk)

    3.Upload your word template

    pastedimage1638840375958v2.png

    4. Click the Export to PDF button and choose the new word template. Then click the Download button is ok:

    pastedimage1638840440095v3.png

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