Enable or disable PDF generation from sales records

The PDF generation capability allows users to generate PDF files directly from Dynamics 365 records. The capability to create PDF files is supported on the following entities: Accounts, Contacts, Leads, Opportunities, Quotes, Orders, and Invoices. You can select the entities on which you want to enable PDF generation.

Important

  • With the 2020 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 the mobile app, you'll see the old experience.
  • PDF support for custom entities is an early access feature. You can opt in early to enable these features in your environment, which will allow you to test these features and then adopt them across your environments. For information about how to enable these features, see Opt in to early access updates.

Enable or disable PDF generation if you have opted in for 2020 release wave 2 features

  1. At the bottom of the site map, select Change area Icon to change the work area and then select App Settings.

  2. In the site map, select Overview.

  3. On the Overview page, under Productivity tools, select Manage for Convert to PDF.

    Convert to PDF setting on the Overview page

  4. On the Convert to PDF page, select the entities for which you want to enable the PDF generation capability.

    Convert to PDF settings

    1. To see only the entities on which PDF generation is currently enabled, set the Show only enabled entities option to Yes.
    2. To filter the list of entities and find a specific entity on which you want to enable PDF generation, use the Filter by entity name field. For example, to enable PDF generation on the Opportunity entity, enter opp and you'll see the entity name list filtered to show the entity names starting with opp.
  5. Select Save.

After you enable PDF generation, sellers will be able to generate a PDF, download it to their local computer, save it to Dynamics 365 as Notes or save it to SharePoint.

Important

  • The Save to SharePoint button is available to users when SharePoint integration is enabled for your organization and the Document management check box is selected on the entity page. If they don't see the button, make sure that SharePoint integration and document management are enabled. For more information about the Document Management check box, see Enable or disable entity options.
  • The Save to Dynamics button is available to users when Notes is enabled for the primary entity. If they don't see the button, make sure the Notes (includes Attachment) check box is selected on the entity page in the Customization area. By default, notes are enabled on all out-of-the-box entities. For more information about the Notes check box, see Entity options that can only be enabled.

Enable or disable PDF generation if you haven't opted in for 2020 release wave 2 features

If you haven't opted in for 2020 release wave 2 features, you can enable the capability to create PDF files only on the following entities: Accounts, Contacts, Leads, Opportunities, Quotes, Orders, and Invoices.

  1. At the bottom of the site map, select Change area Icon to change the work area and then select App Settings.

  2. In the site map, select Overview.

  3. On the Overview page, under Productivity tools, select Manage for Create, save and send pdf files on Dynamics 365 Sales records.

  4. On the Convert to PDF page, set the entity toggle to Enabled or Disabled. For example, if you want to enable PDF generation on Opportunity records, set the Opportunity toggle to Enabled.

    Convert to PDF settings

  5. Select Save.

See also

Create PDF files from sales records