Save standardized PDF documents to Dynamics 365 Sales or Microsoft SharePoint

Enabled for Public preview Early access General availability
End users, automatically - This feature is released. Feb 3, 2020 This feature is released. Apr 1, 2020

Business value

Over the last few months, Dynamics 365 Sales made it easier for sellers to create and email standard PDF documents based on quotes and other entity records. To make it even easier to collaborate on these PDF-generated documents, we are introducing the ability to save the PDF directly in Dynamics 365 Sales as a Notes attachment or in Microsoft SharePoint.

Feature details

With this enhancement, salespeople will be able to:

  • More quickly save standardized PDF documents created from Word templates as attachments in Notes.
  • Save standardized PDF documents based on Word templates in SharePoint.

Dialog box to save the PDF to Dynamics 365 Sales or Microsoft SharePoint

PDF document added to Notes

PDF documents added to the SharePoint site

Note

This feature is available in Unified Interface only.
This capability is available in Dynamics 365 Sales Enterprise and Dynamics 365 Sales Professional.

See also

Create PDF documents from sales records (docs)