Enable "Export to PDF" in Order, Invoice Form of Dynamics 365 Sales
Two steps:
Step 1. Added custom button using Ribbon Workbench
Step 2. Enabled "Convert to PDF" for Order or Invoice table.
Details:
Take adding "Export to PDF" button to Order form for example.
Step 1. Added custom button using Ribbon Workbench
Command:
salesorder.ExportToPDF.Command
Library: $webresource:AppCommon/CommandActions/AppCommon_CommandActions.js
Function Name: AppCommon.CommandActions.LaunchPDFDialog
Display Rules:
Step 2. Enabled "Convert to PDF" for Order or Invoice table.
Go to Sales Hub app -- App Settings -- Overview -- Search "PDF" -- OPEN CONVERT TO PDF.
If you couldn't find Sales Hub app, you can create a custom app with adding Overview to the sitemap.
Overview:
Content type: URL
URL: /main.aspx?pagetype=control&controlName=MscrmControls.FieldControls.CCFadminsettings&data={"id":"overview","ismanage":"overview"}
Title: Overview
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