How to export records data to non editable PDF file from Dynamics 365 Sales Hub

Hello  Everyone,

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  🇬🇧

For Microsoft Dynamics 365 Consultancy|Power Apps|Training|Support|Licensing|Web Hosting|Websites

Contact us: https://www.gmrit-solutions.com

Email: info@gmrit-solutions.com

{Microsoft Business Applications Release Wave 2 October 2020}

Hi Everyone,

Many thanks for following my blog for the past five years and referring my blog as a top 10 choice blogs in Dynamics 365 & Power Platform Community blogs.

Feedspot

So lets gets started with some useful information regarding October 2020 release wave 2.

Those who have missed Microsoft Business Applications Release Wave 2 October 2020 this week, here is the quick links to them.

Here is James Philip Introduction here

Also find the all the new features of Dynamics 365 from here

Power Platform new features from here

Find useful links for Dynamics 365 and Power Platform Release Plans from here

Finally quick reference link to Microsoft Power Platform Documentation from here

I hope this helps.

Malla Reddy aka UK365GUY  🇬🇧

For Microsoft Dynamics 365 Consultancy|Power Apps|Training|Support|Licensing|Web Hosting|Websites

Contact us: https://www.gmrit-solutions.com

Email: info@gmrit-solutions.com

{Launch Dynamics 365 Apps from Power Platform Admin Center}

Hello Everyone,

Its been a while i haven't been blogging.. Now I am back on track and trying to show something new on the power platform maker Admin Center.

Lets gets started..

Normally in the Microsoft 365  Admin Center we used to have this feature i.e launch the Dynamics 365 Apps.

Microsoft has added this new feature as part of the streamlining the admin processes to launch all Dynamics 365 Apps from  "Power Platform" make web url.

Please find the link below:

https://make.powerapps.com/environments

You can launch "Microsoft Dynamics 365 Apps" directly by clicking as shown on the above image.

Then new window will be launched.

 

I hope this helps.

Malla Reddy aka UK365GUY  🇬🇧

For Microsoft Dynamics 365 Consultancy|Power Apps|Training|Support|Licensing|Web Hosting|Websites

Contact us: https://www.gmrit-solutions.com

Email: info@gmrit-solutions.com