Generate PDF/Send PDF as an Email Attachment – Dynamics 365 CE OOB – No Code – 2020 Release Wave 1 Feature

Dynamics 365 CE and Power Plaform


We were building many solutions to generate PDF and send it as an attachment via email.Generating /Creating PDF is one of the most awaiting feature.

Here are the steps for the same.

1) Open Sales Hub APP
2) Navigate to APP Settings – at the bottom of the site map, select Change area , and select App Settings.
3) Under General Settings –> Overview –> Productivity Tools –> Convert to PDF –> Manage

4) Enable the settings on the entities.
4) Select Save.

Now go to Account form/Quote form/anything where the setting is enabled, you will see two buttons

1) Create PDF and then select the Quote Template

It shows two Options
a) Save to Share point – It will automatically the PDF to Share Point and you can see it under Document grid of the record.
b) Download a copy.

2) Email as PDF and then select…

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