Creating PDF Quotes in Dynamics 365

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Dynamics 365 has had a lot of great functionality added within the last few months. So, Microsoft has a whole site dedicated to documentation. I would recommend that you review this site to assist you with Dynamics 365.

The reason for mentioning this site is that buried in there is a great little nugget of “Create a quote PDF”: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-professional/create-quote-pdf-sales-professional

NOTE: You will need to be on Dynamics 365 version 9.0.1905.2010 or greater. If you have the October 2019 update installed, this feature is automatically enabled.

But, you may be asking, “How do I get this feature?”. Well, I’m glad you asked!

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About the Author

Aaron Back (Microsoft MVP)

Aaron Back is a Microsoft MVP with many years experience with Microsoft Dynamics 365 (CRM), Power Apps, Power BI, and Power Automate. He is actively involved with the Microsoft Dynamics CRMUG (User Group) Community. His involvement includes: Serving as Chapter Leader for his local CRMUG Chapter, serving on the CRMUG Board of Advisors, and speaking at the annual CRMUG Summit conference.

About ACE Microtechnology

ACE Microtechnology, Inc. is a professional services firm committed to delivering business solutions to small and medium sized organizations. Our focus is on delivering products and services that improve our clients’ business operations. ACE has developed specialties in serving the lite manufacturing, distribution and hospitality industries.