Dynamics 365 Finance and Operation Document PDF Viewer Functionality
PRADAP SINGH.M
Believe in yourself ?? | VP-Technology | Drive Business Transformation by Implementing Dynamics 365 Suite
Dynamics 365 Finance and Operations most expected feature for the end users to preview the any source document in PDF Viewer is an amazing feature in the product development. This Post is focus mainly on how to configure or setup the PDF Viewer for the Source documents
To Configure the PDF Preview option, enable the PDF Viewer by accessing the URL with the extension
Go to the Report options page by adding "&mi=SysReportAdministration" to the URL in your browser window.
Enable the PDF Preview options to activate the PDF Viewer
Once the PDF Viewer options is enabled, Migrate to the print management settings for the source documents. In our scenario lets configure print management for Purchase order document
Go to Procurement and Sourcing-->Setup-->Forms-->Form Setup
Select the Purchase order Print Management setup and change the print destination
Change the Print Destination to Screen as shown in the below image
Preview the Purchase order in PDF Viewer
This feature in the dynamics 365 finance and operation platform update 28 has provided greater flexibility for the document preparer and also minimizes lot of paper work during the order preparations.
ERP Project Manager at Spartronics
5 年How to export report to Excel ? I don't know why Microsoft don't create a button which user can used PDF viewer and export excel file or Word.?
Lead ERP Microsoft D365 F&O FinOps, CRM Sales & Power BI
5 年Zeeshan Haider Jafry
IT Operations | ERP Implementation | Project Planning & Management
5 年how to export report to Word
Senior Technical Consultant | Technical Solution Architect | D365 F&O Developer | Power Platform Developer | Digital Transformation Initiatives Consultant |Power Platform ENTHUSIASTIC | MCT | MCP
5 年Does the same applicable for onprem versions?
Solution Architect: Dynamics 365 Family
5 年Luckily this was our current requirement.