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Today we are going to see how to export the sales hub entities data into a non editable PDF file in Dynamics 365 Sales Hub.
Let’s gets started…
Suppose there is a requirement to export the “account” record summary from Dynamics 365 Sales Hub.
How can you achieve that without coding.. you can achieve this with some few clicks configuration for the account entity and then you are good to go..
So lets flip into action…
Open the Dynamics 365 Sales Hub..
Select the App Settings from “Change area” of bottom left of the Sales Hub.
Then you are being shown with the below screen shot..
On overview page click “Manage” then you will be presented with the options of entities you can enable the “export to pdf” on entities selected from productivity tools on your Dynamics 365 Sales Hub.
Once configuration is saved then flip back to Sales area and then open the enabled record for “export to PDF”.
In this example i have enabled for account entity and i am able to export the summary as a PDF.
then you will be prompted with the below pop with summary on to the PDF and you can download your office use.
I hope this helps.
Malla Reddy aka UK365GUY 🇬🇧
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