Feedback will be sent to Microsoft: By pressing the submit button, your feedback will be used to improve Microsoft products and services. Privacy policy. Create PDF files of sales records that look professional and read-only using your standard word templates and share it with your customers.
Use the PDF generation capability to create and share read-only, professional-looking PDF files for Dynamics records with your customers. The PDF file is generated by using a standard Word template from your organization.
With the 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 a mobile app, you'll see the old experience. Your system administrator can choose the entities for which PDF generation is enabled. Open the entity record for which you want to create a PDF file—in this example, a record for the Opportunity entity.
A preview based on the selected template is shown, and the PDF file name is populated. If you'd like to use a different template than the one selected, search for and select it in the Select a template to generate PDF document box. After you select the template, the preview will be refreshed. The Regarding field isn't populated if the Sending email flag in the primary entity isn't enabled in the Customization area.
For more information about this flag, see Entity options that can only be enabled. If you're using Dynamics for phones on a mobile device, the capability for generating PDF files is limited to the following entities: Account, Contact, Lead, Opportunity, Order, Quote, and Invoice. Open the entity record for which you want to create a PDF file—in this example, a record for a Quote entity. Templates are available out of the box for the Account, Opportunity, Order, Quote, and Invoice entities.
For entities that don't have out-of-the-box templates, you can create new templates. Thank you! Any more feedback? The more you tell us the more we can help.
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