Mastering the Art of Dynamics 365 PDF Quotes - A 2024 Power User’s Guide
The "Export to PDF" feature in Dynamics 365 allows users to transform quotes into professional-looking PDFs for easy sharing with clients. To generate a PDF quote, users need to create or open the quote in the Sales Hub app. The feature is only available in the Unified Interface. Users can choose from built-in templates or create their own Word templates for custom formatting. Once the quote is open, users can click the "Export to PDF" button to generate a preview of the PDF. From there, users have the option to download the PDF, email it as an attachment, or save it to the quote timeline. Best practices for managing and organizing generated PDFs within Dynamics 365 include implementing standard naming conventions, storing documents in SharePoint automatically, regular audit and clean-up, and controlling user access and permissions.
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