Enable or disable PDF file generation from sales record

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.

1. At the bottom of the site map, select Change 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.

   

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

   

   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.