Is there a plugin message I can intercept to modify the query used in quote print form generation?

216 views Asked by At

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.

1

There are 1 answers

3
Harinarayanan On BEST ANSWER

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.

Sample web api calls to export pdf using JS are given below

https://www.richardawilson.com/2021/06/enable-export-to-pdf-button-ribbon.html

https://2die4it.com/2019/08/20/generate-pdf-from-document-templates-in-cds-dynamics-365-ce-using-native-web-api-with-flow/