Enable "Export to PDF" in Order, Invoice Form of Dynamics 365 Sales

 Enable "Export to PDF" in Order, Invoice Form of Dynamics 365 Sales

Two steps:

Step 1. Added custom button using Ribbon Workbench

Step 2. Enabled "Convert to PDF" for Order or Invoice table.


Details:

Take adding "Export to PDF" button to Order form for example.

Step 1. Added custom button using Ribbon Workbench



Command:

salesorder.ExportToPDF.Command

Library: $webresource:AppCommon/CommandActions/AppCommon_CommandActions.js

Function Name: AppCommon.CommandActions.LaunchPDFDialog



Display Rules:





Step 2. Enabled "Convert to PDF" for Order or Invoice table.

 Go to Sales Hub app -- App Settings -- Overview -- Search "PDF" -- OPEN CONVERT TO PDF.


If you couldn't find Sales Hub app, you can create a custom app with adding Overview to the sitemap.

Overview:  

Content type: URL

URL: /main.aspx?pagetype=control&controlName=MscrmControls.FieldControls.CCFadminsettings&data={"id":"overview","ismanage":"overview"}

Title: Overview







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