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Export To PDF from D365

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Posted on by jayetasharma@gmail.com

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?

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jayetasharma@gmail.com 5 on at

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RE: Export To PDF from D365

Hi Aravind, Is there some license cost required or this is OOB ?
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Community Member Microsoft Employee on at

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RE: Export To PDF from D365

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
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Aravind Elangovan 85 on at

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RE: Export To PDF from D365

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