In my Dynamics 365 Customer Engagement cloud implementation I want to use standard "Export to PDF" feature. But first, I would like to intercept and modify the data that is being merged into template.
Is there a plugin message I can use for that?
I tried using Retrieve and RetrieveMultiple on quote and quotedetail. I found out those are not used in document generation.
There is no Plugin message that can be utilized to manipulate data in Document generation.
Alternate solution is to utilize a custom button and do necessary manipulation of data in Dataverse & save and initiate generation of Document.