Customer experience | Sales, Customer Insights,...

How to enable PDF generator not from the sales app

(0) Share

Report

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

I have the same question (0)

All responses (14)

Answers (0)

Suggested answer

Yiming on at

Like (0)

Report

Hi,

It seems currently this feature can only be enabled in Sales Hub App.

"The PDF generation capability for additional entities (entities other than quote) is released with Dynamics 365 Sales (Sales Hub) app version: 9.0.1911.1009, as part of the weekly release of the product to individual geographies."

Reference: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/enable-pdf-generation-quote

Was this reply helpful? Yes No
Suggested answer

ashish12 3,079 on at

Like (0)

Report

Hi Alex,

As of now PDF Generate option is only for Sales entities, from which entity you are planning to generate PDFs.

Thanks

Was this reply helpful? Yes No
alexyou 385 on at

Like (0)

Report

contacts

Was this reply helpful? Yes No
Suggested answer

Henrik Bo 25 on at

Like (1)

Report

Hi Alexyou,

You can extend you own app by adding a sub-area for the "General Sales Settings" to the sitemap.

Use type URL with this URL:

/main.aspx?pagetype=control&controlName=MscrmControls.FieldControls.CCFadminsettings&data={"id":"overview","ismanage":"overview"}

In Wave 2 2020 you're no longer restricted to standard entities but are able to enable "Convert tot PDF" for custom entities.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

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?

Was this reply helpful? Yes No
Henrik Bo 25 on at

Like (0)

Report

Hi David,

Are you able to add the URL to the Sitemap like below:

Was this reply helpful? Yes No
Community Member on at

Like (1)

Report

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

Was this reply helpful? Yes No
Henrik Bo 25 on at

Like (0)

Report

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

Was this reply helpful? Yes No
Patrick Mandengue 155 on at

Like (0)

Report

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

Was this reply helpful? Yes No
Community Member on at

Like (1)

Report

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

Was this reply helpful? Yes No