Save standardized PDF documents to Dynamics 365 Sales or Microsoft SharePoint
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
|End users, automatically
|Feb 3, 2020
|Apr 1, 2020
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.
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.
This feature is available in Unified Interface only.
This capability is available in Dynamics 365 Sales Enterprise and Dynamics 365 Sales Professional.