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Service | Customer Service, Contact Center, Fie...
Unanswered

Convert to pdf with entitlement

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Posted on by 20

Hi,

Why is the new "convert to pdf" option not available within the entitlements. I can enable it for almost everything, except entitlements.

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  • Ana Pereira Profile Picture
    Microsoft Employee on at

    Hi Dennis,

    I've checked on my environment and I'm also not able to export to pdf entitlements:(

    then I've checked on Documentation:

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

    The PDF generation capability allows users to generate PDF files directly from Dynamics 365 records. The capability to create PDF files is supported on the following entities: Accounts, Contacts, Leads, Opportunities, Quotes, Orders, and Invoices. You can select the entities on which you want to enable PDF generation.

    With the 2020 release wave 2, the PDF generation capability is enhanced to support all custom entities. The PDF enhancements are limited to the web experience and aren't available in the mobile app. If you haven't opted in, or you're using Sales Hub on the mobile app, you'll see the old experience.

    Teresa

  • Ana Pereira Profile Picture
    Microsoft Employee on at

    Hello Dennis, 

    Let me also check although it is not already supported and since there is a large list available, 
    I will give this feedback to our EG, thank you for your feedback .
    Teresa
  • Dennis vh Profile Picture
    20 on at

    Hi Ana Teresa Pereira,

    We are already using wave2, but this function can't be enabled on entitlements.

  • Ana Pereira Profile Picture
    Microsoft Employee on at

    Hello Dennis, 

    I will give this feedback to our EG, thank you for your feedback .
    Teresa
  • Dennis vh Profile Picture
    20 on at

    Is there already an update available, as the microsoft documentation states that it should be available for all (custom) entities.

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