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How to enable PDF generator not from the sales app

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Posted on by alexyou

385

Hello

Can anyone help and navigate me to the relevant settings which will allow me to turn on PDFgenerator *not from* the sales app

Simply because we haven't installed this app and i'm not sure I want to install just for this

10Q

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JSilva 485 on at

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RE: How to enable PDF generator *not* from the sales app

The Workflow in real time have two distinct purpose

1º - have a nice, simple and rapid way to user experience

you can add a button (ribbon workbench)

users can acess to list of entities workflows

2º - If you want to have some intelligence in order to block the pdf generator to users when the quote isn´t in active state

this workflow have condition to see the state of quote: if the quote isn´t in active state the workflow is canceled and you can put a descrption that will appear in a dialog box to the users

3º this workflow when the condition it´s true can update in background a custom field (two option for example) and this updated field will be the trigger for PA

And how will you convert to PDF in Power Automate?

I have a similar scenario that I use in custom workflow (you can use the above workflow) to create the word template and store in attachement notes

And PA when is triggered one of the steps it´s to find and gather the note corresponding to this document.

Here you can do like you suggest convert to PDF using onedrive

Once the pdf is converted you can do whaver you want

If you don´t need nothing that i said above,

You can buildyour automation in PA to users acess in DYN365 Quote form
Henrik Bo 25 on at

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RE: How to enable PDF generator *not* from the sales app

Hi JSilva8507,

How will you trigger Power Automate Flow from the Real-Time Custom Workflow?
And how will you convert to PDF in Power Automate? Currently you have to store the document in OneDrive and convert it there.

Regards,

Henrik
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JSilva 485 on at

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RE: How to enable PDF generator *not* from the sales app

Hi,

Have you already considered to use Word Template + Real Time Custom Workflow + PA?

You have rule that you want this funcionality only when Quote is in active state:

1º build Word Template - for quote

-build Custom Workflow - real time:

with the condition to check if the quote it´s in Active state

also The Custom Workflow will be the trigger for the PA)

also it´s a good way for the end user in interface level concerns

Ifcondition false - worfklow is canceled with the message for user (adivse that cannot do that because of the state....something like that)

if condition true - advance to PA

-The PA make the rest of the magic:

fullfill the word template

convert in PDF

do the actions that you want to do:

store in sharepoint site

note attachement related to quote

send email

...
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OndrejJuda 5 on at

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RE: How to enable PDF generator *not* from the sales app

Hi,

there is a way to enable pdf generator for other entities even without sales.

When I looked in developer console which requests are made I found out that there is a pdfsetting entity record which is being updated.

{youraddress}.crm4.dynamics.com/api/data/v9.1/pdfsettings

It returns this:

{

    "@odata.context": "https://{youraddress}.crm4.dynamics.com/api/data/v9.1/$metadata#pdfsettings",

    "value": [

        {

            "@odata.etag": "W/\"1151289\"",

            "_owningbusinessunit_value": "6527f9b7-c857-eb11-bb27-000d3ad8dac2",

            "pdfsettingsjson": "{\"quote\":true}",

            "statecode": 0,

            "statuscode": 1,

            "_createdby_value": "fd3a994d-5348-46d5-8651-54928fae4020",

            "pdfsettingid": "3e5d32bb-3fd3-424e-81f0-7d4faf5aee94",

            "ispdfsettingenabled": false,

            "_ownerid_value": "fd3a994d-5348-46d5-8651-54928fae4020",

            "modifiedon": "2021-01-19T08:58:34Z",

            "_modifiedby_value": "d633f9b7-c857-eb11-bb27-000d3ad8dac2",

            "_owninguser_value": "fd3a994d-5348-46d5-8651-54928fae4020",

            "versionnumber": 1151289,

            "createdon": "2021-01-16T08:01:24Z",

            "overriddencreatedon": null,

            "importsequencenumber": null,

            "_modifiedonbehalfby_value": null,

            "entityname": null,

            "utcconversiontimezonecode": null,

            "_createdonbehalfby_value": null,

            "_owningteam_value": null,

            "timezoneruleversionnumber": null

        }

    ]

}

What you need to do is update this entity record attribute "pdfsettingsjson". For example I used client api updateRecord.

Xrm.WebApi.updateRecord(

    "pdfsetting",

    "3e5d32bb-3fd3-424e-81f0-7d4faf5aee94",

    {

        "pdfsettingsjson": '{"quote":true,"account":true}'

    }

)

After updating this record you should be good to go.
Community Member on at

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RE: How to enable PDF generator *not* from the sales app

Hi Henrik,

we don't have the Sales App enabled. And because of licensing we won't activate it. We only use the bare Power App Platform.

But I found a nice workaround. The Web-Request to ExportToPDF is still available without the SalesApp.

So I created a FLOW that uses the Web-Request https://myorg.crm4.dynamics.com/api/data/v9.0/ExportPdfDocument. That converts my word-template to PDF. Finally the Flow attaches the PDF as a note to my target record

It works properly good
Patrick Mandengue 155 on at

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RE: How to enable PDF generator *not* from the sales app

Please is it possibe ot enable it on condition. I want to enable it only when the Quote has a certain status (Active. Approved)?
Henrik Bo 25 on at

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RE: How to enable PDF generator *not* from the sales app

Hi David,

Do you have the Dynamics 365 Sales App enabled?

The Export as PDF are part of the Dynamics 365 Sales App in Wave 2 2020:
Simplify your document workflows with enhanced PDF capabilities

At least to my knowledge.
I guess that you get the error with my URL because D365 Sales App are not installed.

I don't know if Export to PDF are available on the bare Power App Platform.

Regards,
Henik
Community Member on at

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RE: How to enable PDF generator *not* from the sales app

Hi Henrik,

I was able to add the PDF Settings to the SiteMap. As result i see a view of the PDF Settings

When I use the URL from you, I got the script error from above
Henrik Bo 25 on at

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RE: How to enable PDF generator *not* from the sales app

Hi David,

Are you able to add the URL to the Sitemap like below:
Community Member on at

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RE: How to enable PDF generator *not* from the sales app

I have the same issue like alexyou. The suggested solution from Henrik Bo does not work for me.

I got the error "No manifest found"

Did anyone find a solution to enable PDF generation *not* from the sales app?