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I have a requirement which requires "Export PDFs from D365" and needs to cover data from different Entities over multiple relationships can be added to the PDF. Has anybody already done this?
Hi Aravind, Is there some license cost required or this is OOB ?
Hi jayetasharma,
Currently, there is an OBB feature named Export to PDF:
https://learn.microsoft.com/en-us/dynamics365/sales/enable-pdf-generation-quote?tabs=sales
Use the PDF generation capability to create and share read-only, professional-looking PDF files for Dynamics 365 records with your customers.
The PDF file is generated by using a standard Word template from your organization.
When you create and design word template, you can add related entities based on three relationships:
More information:
https://learn.microsoft.com/en-us/dynamics365/sales/manage-word-templates?tabs=SE
Hi ,
Create a simple ssrs report using query (Having multiple tables entities with relations) and generate the report and export the report as PDF format
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