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If SharePoint isn't configured, the PDF is saved as a Notes attachment to the primary entity record in Dynamics 365 Sales. If you select Save, the PDF file is stored in the default SharePoint site if SharePoint is configured and enabled for the primary entity. On the command bar, select Create PDF, and then select the template you want to use to create the PDF. Open the entity record for which you want to create a PDF file-in this example, a record for a Quote entity. If you're using Dynamics 365 for phones on a mobile device, the capability for generating PDF files is limited to the following entities: Account, Contact, Lead, Opportunity, Order, Quote, and Invoice. Steps for creating a PDF file if you're using Dynamics 365 for phones on a mobile device If you don't see this button, contact your system administrator. The Save to Dynamics button is available if notes are enabled for the primary entity.

This command saves the PDF file as a note to the primary record. If SharePoint integration isn't enabled, you'll see the Save to Dynamics button.

This button is available when SharePoint integration is enabled for your organization and the Document Management check box is selected on the entity page in the Customization area.

Use Save to SharePoint to save the PDF file to a SharePoint site.

Select Save to SharePoint or Save to Dynamics. For more information about this flag, see Entity options that can only be enabled. The Regarding field isn't populated if the Sending email flag in the primary entity isn't enabled in the Customization area. The record from which the email was triggered The generated PDF file, added as an attachment In the email form that opens, the following information is automatically populated. To send the PDF file to your customer in email, select Email. To download the PDF file to your computer, select Download. In the Save as field, change the PDF file name if you want.

If the setting to view or download a PDF file automatically is disabled in your browser settings, the preview functionality won't work.

If there are multiple Word templates available for the entity, by default the first template in the list is selected.

To learn more about using Word templates, see Create and manage Word templates in Dynamics 365 Sales. You can't create a PDF file for an entity record if there's no template available for that entity. For entities that don't have out-of-the-box templates, you can create new templates.

Templates are available out of the box for the Account, Opportunity, Order, Quote, and Invoice entities.

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