Simplify your document workflows with enhanced PDF capabilities
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|Enabled for||Public preview||Early access||General availability|
|Users, automatically||-||Aug 3, 2020||Oct 1, 2020|
Organizations prefer creating and sharing offers or sales contracts in the form of non-editable PDF files to simplify and standardize the sales process and make it less error-prone. To make it even easier to collaborate on these generated PDF files, we're optimizing the PDF generation experience further and extending the capability to custom entities.
- Enable the seller to save and share standardized PDF files for custom entities based on standardized Word templates.
- Enhanced PDF generation experience for the seller with simplified navigation, easy document template selection, PDF preview, and an intuitive PDF export and email options, with minimal clicks.
- Automate workflows by generating standardized PDF files programmatically using APIs.
- Conveniently manage entities for enabling/disabling PDF document generation.
This feature is available in Unified Interface only.
This capability is available in Dynamics 365 Sales Enterprise and Dynamics 365 Sales Professional.
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