Now it is easier than ever to generate a PDF document of a quote, invoice or other records in Dynamics 365 Sales using Export to PDF. In this article we will walk through how to Export to PDF and the options available through Export to PDF.
To try it out - open a quote and click the “Export to PDF” button.
The Export to PDF window will open. Here you can select from the available document templates and preview the document.
There are five convenient actions available from the Export to PDF window:
That’s it! We hope that this article helped you get to know the Export to PDF functionality.