{"id":40266,"date":"2025-01-23T12:55:04","date_gmt":"2025-01-23T07:25:04","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=40266"},"modified":"2026-08-17T14:28:39","modified_gmt":"2026-08-17T08:58:39","slug":"export-pdf-from-activity-entity-like-emails-appointments-and-more-in-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2025\/01\/export-pdf-from-activity-entity-like-emails-appointments-and-more-in-dynamics-365-crm\/","title":{"rendered":"Export PDF from Activity Entity like Emails, Appointments, and More in Dynamics 365 CRM!"},"content":{"rendered":"<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40273\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/5Export-PDF-from-Activity-Entity-1.png\" alt=\"Export PDF from Activity Entity\" width=\"1925\" height=\"1100\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/5Export-PDF-from-Activity-Entity-1.png 1925w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/5Export-PDF-from-Activity-Entity-1-300x171.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/5Export-PDF-from-Activity-Entity-1-1024x585.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/5Export-PDF-from-Activity-Entity-1-768x439.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/5Export-PDF-from-Activity-Entity-1-1536x878.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/5Export-PDF-from-Activity-Entity-1-660x377.png 660w\" sizes=\"(max-width: 1925px) 100vw, 1925px\" \/><\/p>\n<p>Over 80% of businesses use PDFs as their primary format for storing and sharing documents. However, this widespread use has its downsides\u201475% of data breaches linked to document sharing are due to poor PDF management.<\/p>\n<p>This highlights the need for a simple PDF conversion tool, especially within Dynamics 365 CRM, where document sharing and management are crucial.<\/p>\n<p>In Dynamics 365 CRM, you can generate PDF files, but <a href=\"https:\/\/learn.microsoft.com\/en-us\/dynamics365\/sales\/enable-pdf-generation-quote?tabs=sales\" target=\"_blank\" rel=\"noopener\">only for specific entities<\/a> like Accounts, Contacts, Leads, Opportunities, Quotes, Orders, and Invoices. Even then, you need to enable this feature through the app settings and select the entities you want to use it for.<\/p>\n<div class='fluentform ff-default fluentform_wrapper_1 ffs_default_wrap'><form data-form_id=\"1\" id=\"fluentform_1\" class=\"frm-fluent-form fluent_form_1 ff-el-form-top ff_form_instance_1_1 ff-form-loading ffs_default\" data-form_instance=\"ff_form_instance_1_1\" method=\"POST\" ><fieldset  style=\"border: none!important;margin: 0!important;padding: 0!important;background-color: transparent!important;box-shadow: none!important;outline: none!important; min-inline-size: 100%;\">\n                    <legend class=\"ff_screen_reader_title\" style=\"display: block; margin: 0!important;padding: 0!important;height: 0!important;text-indent: -999999px;width: 0!important;overflow:hidden;\">Contact Form<\/legend><p style=\"display: none !important;\" class=\"akismet-fields-container\" data-prefix=\"ak_\"><label>&#916;<textarea name=\"ak_hp_textarea\" cols=\"45\" rows=\"8\" maxlength=\"100\"><\/textarea><\/label><input type=\"hidden\" id=\"ak_js_1\" name=\"ak_js\" value=\"157\"\/><script>\ndocument.getElementById( \"ak_js_1\" ).setAttribute( \"value\", ( new Date() ).getTime() );\n<\/script>\n<\/p><input type='hidden' name='__fluent_form_embded_post_id' value='40266' \/><input type=\"hidden\" id=\"_fluentform_1_fluentformnonce\" name=\"_fluentform_1_fluentformnonce\" value=\"84e50c2891\" \/><input type=\"hidden\" name=\"_wp_http_referer\" value=\"\/blog\/wp-json\/wp\/v2\/posts\/40266\/\" \/><div class='ff-el-group  ff-custom_html' tabindex='-1' data-name=\"custom_html-1_1\" ><div class=\"relative group\/copy bg-bg-000\/50 border-0.5 border-border-400 rounded-lg focus:outline-none focus-visible:ring-2 focus-visible:ring-accent-100\" tabindex=\"0\" role=\"group\" aria-label=\"html code\">\n<div class=\"overflow-x-auto\">\n<h2 data-pm-slice=\"0 0 []\"><strong>Looking to boost your Dynamics 365 experience?\u00a0<span style=\"color: #2545cb\">Talk to our Expert.<\/span><\/strong><\/h2>\n<\/div>\n<\/div><\/div><div data-name=\"ff_cn_id_1\"  class='ff-t-container ff-column-container ff_columns_total_3 '><div class='ff-t-cell ff-t-column-1' style='flex-basis: 33.33%;'><div data-type=\"name-element\" data-name=\"names\" class=\" ff-field_container ff-name-field-wrapper Need assistance in choosing the right plan? Get a call from our Expert\" ><div class='ff-t-container'><div class='ff-t-cell '><div class='ff-el-group'><div class=\"ff-el-input--label asterisk-right\"><label for='ff_1_names_first_name_' id='label_ff_1_names_first_name_' >First Name<\/label><\/div><div class='ff-el-input--content'><input type=\"text\" name=\"names[first_name]\" id=\"ff_1_names_first_name_\" class=\"ff-el-form-control\" placeholder=\"First Name\" aria-invalid=\"false\" aria-required=false><\/div><\/div><\/div><\/div><\/div><\/div><div class='ff-t-cell ff-t-column-2' style='flex-basis: 33.33%;'><div class='ff-el-group'><div class=\"ff-el-input--label ff-el-is-required asterisk-right\"><label for='ff_1_email' id='label_ff_1_email' aria-label=\"Email\">Email<\/label><\/div><div class='ff-el-input--content'><input type=\"email\" name=\"email\" id=\"ff_1_email\" class=\"ff-el-form-control\" placeholder=\"Email Address\" data-name=\"email\"  aria-invalid=\"false\" aria-required=true><\/div><\/div><\/div><div class='ff-t-cell ff-t-column-3' style='flex-basis: 33.33%;'><div class='ff-el-group'><div class=\"ff-el-input--label asterisk-right\"><label for='ff_1_dropdown' id='label_ff_1_dropdown' aria-label=\"Select product\">Select product<\/label><\/div><div class='ff-el-input--content'><select name=\"dropdown\" id=\"ff_1_dropdown\" class=\"ff-el-form-control\" data-name=\"dropdown\" data-calc_value=\"0\"  aria-invalid=\"false\" aria-required=\"false\" aria-labelledby=\"label_ff_1_dropdown\"><option value=\"\">- Select -<\/option><option value=\"Alerts4Dynamics\"  >Alerts4Dynamics<\/option><option value=\"Attach2Dynamics\"  >Attach2Dynamics<\/option><option value=\"Click2Clone\"  >Click2Clone<\/option><option value=\"Click2Export\"  >Click2Export<\/option><option value=\"DeDupeD\"  >DeDupeD<\/option><option value=\"Inolink\"  >Inolink<\/option><option value=\"Kanban Board\"  >Kanban Board<\/option><option value=\"LiveChat4Dynamics\"  >LiveChat4Dynamics<\/option><option value=\"Map My Relationships\"  >Map My Relationships<\/option><option value=\"Maplytics\"  >Maplytics<\/option><option value=\"Marketing4Dynamics\"  >Marketing4Dynamics<\/option><option value=\"Next Best Action\"  >Next Best Action<\/option><option value=\"Predict4Dynamics\"  >Predict4Dynamics<\/option><option value=\"SharePoint Security Sync\"  >SharePoint Security Sync<\/option><option value=\"SharePointKnowledgeAISearch\"  >SharePointKnowledgeAISearch<\/option><option value=\"TextSMS4Dynamics\"  >TextSMS4Dynamics<\/option><option value=\"Translate4Dynamics\"  >Translate4Dynamics<\/option><option value=\"Undo2Restore\"  >Undo2Restore<\/option><option value=\"User Adoption Monitor\"  >User Adoption Monitor<\/option><option value=\"Option 20\"  >Option 20<\/option><\/select><\/div><\/div><\/div><\/div><div class='ff-el-group ff-text-left ff_submit_btn_wrapper ff_submit_btn_wrapper_custom'><button class=\"ff-btn ff-btn-submit ff-btn-md ff_btn_style wpf_has_custom_css\" type=\"submit\" name=\"custom_submit_button-1_2\" data-name=\"custom_submit_button-1_2\"  aria-label=\"Submit\">Submit<\/button><style>form.fluent_form_1 .wpf_has_custom_css.ff-btn-submit { background-color:rgba(37, 69, 203, 1);border-color:rgba(37, 69, 203, 1);color:rgba(255, 255, 255, 1);min-width:100%; }form.fluent_form_1 .wpf_has_custom_css.ff-btn-submit:hover { background-color:#ffffff;border-color:#1a7efb;color:#1a7efb;min-width:100%; } <\/style><\/div><\/fieldset><\/form><div id='fluentform_1_errors' class='ff-errors-in-stack ff_form_instance_1_1 ff-form-loading_errors ff_form_instance_1_1_errors'><\/div><\/div>            <script type=\"text\/javascript\">\n                window.fluent_form_ff_form_instance_1_1 = {\"id\":\"1\",\"ajaxUrl\":\"https:\\\/\\\/www.inogic.com\\\/blog\\\/wp-admin\\\/admin-ajax.php\",\"settings\":{\"layout\":{\"labelPlacement\":\"top\",\"helpMessagePlacement\":\"with_label\",\"errorMessagePlacement\":\"inline\",\"cssClassName\":\"\",\"asteriskPlacement\":\"asterisk-right\"},\"restrictions\":{\"denyEmptySubmission\":{\"enabled\":false}}},\"form_instance\":\"ff_form_instance_1_1\",\"form_id_selector\":\"fluentform_1\",\"rules\":{\"names[first_name]\":{\"required\":{\"value\":false,\"message\":\"This field is required\",\"global\":false,\"global_message\":\"This field is required\"}},\"names[middle_name]\":{\"required\":{\"value\":false,\"message\":\"This field is required\",\"global\":false,\"global_message\":\"This field is required\"}},\"names[last_name]\":{\"required\":{\"value\":false,\"message\":\"This field is required\",\"global\":false,\"global_message\":\"This field is required\"}},\"email\":{\"required\":{\"value\":true,\"message\":\"This field is required\",\"global\":false,\"global_message\":\"This field is required\"},\"email\":{\"value\":true,\"message\":\"This field must contain a valid email\",\"global\":false,\"global_message\":\"This field must contain a valid email\"}},\"dropdown\":{\"required\":{\"value\":false,\"message\":\"This field is required\",\"global_message\":\"This field is required\",\"global\":true}}},\"debounce_time\":300,\"file_upload_settings\":[]};\n                            <\/script>\n            \n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40267\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/1Export-PDF-from-Activity-Entity.png\" alt=\"Export PDF from Activity Entity\" width=\"2556\" height=\"1203\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/1Export-PDF-from-Activity-Entity.png 2556w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/1Export-PDF-from-Activity-Entity-300x141.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/1Export-PDF-from-Activity-Entity-1024x482.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/1Export-PDF-from-Activity-Entity-768x361.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/1Export-PDF-from-Activity-Entity-1536x723.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/1Export-PDF-from-Activity-Entity-2048x964.png 2048w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/1Export-PDF-from-Activity-Entity-660x311.png 660w\" sizes=\"(max-width: 2556px) 100vw, 2556px\" \/><\/p>\n<p><em>Unfortunately, Dynamics 365 doesn\u2019t support creating PDFs for activity entities like emails and appointments.<\/em><\/p>\n<p>But let\u2019s face it\u2014on a day-to-day basis, you also need to convert and share documents from other entities, including custom ones.<\/p>\n<p>That\u2019s where Inogic\u2019s <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/click-2-export-microsoft-dynamics-crm-reports\/?utm_source=inogic-blog&amp;utm_medium=c2e&amp;utm_campaign=Iblog\" target=\"_blank\" rel=\"noopener\"><strong>Click2Export<\/strong><\/a> comes in. With this one-click app, you can:<\/p>\n<ul>\n<li>Convert documents from all entities (out-of-the-box and custom), including activity entities, into PDF.<\/li>\n<li>Export documents in other formats like Excel, Word, CSV, SSRS, and TIFF.<\/li>\n<li>Easily schedule and share reports via email or upload them to SharePoint.<\/li>\n<\/ul>\n<p>Click2Export makes handling reports and documents in Dynamics 365 CRM fast and hassle-free!<\/p>\n<p><strong>How to Convert and Export PDFs from Activity Entities (Emails, Appointments, etc.)<\/strong><\/p>\n<p>Let\u2019s consider you&#8217;re working with the marketing team and need to share a customer&#8217;s account details from the Email entity with the sales team. However, the sales team cannot directly access the marketing emails. To address this, you can easily generate and send the required details as an email report.<\/p>\n<p>Follow these steps to generate and send the report:<\/p>\n<p>1. Go to CRM Report Template and fill in the details to create an Email Template:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><strong>Template Type<\/strong>: Choose the required Template.<\/li>\n<li><strong>Record Type<\/strong>: Select the entity for the report.<\/li>\n<li><strong>Default File Format<\/strong>: Select PDF.<\/li>\n<li><strong>Export File Name<\/strong>: Set the desired name for the exported file.<\/li>\n<li><strong>DateTime Field Format<\/strong>: Define how date and time should appear in the exported file.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40268\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/2Export-PDF-from-Activity-Entity.png\" alt=\"Export PDF from Activity Entity\" width=\"2556\" height=\"1205\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/2Export-PDF-from-Activity-Entity.png 2556w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/2Export-PDF-from-Activity-Entity-300x141.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/2Export-PDF-from-Activity-Entity-1024x483.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/2Export-PDF-from-Activity-Entity-768x362.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/2Export-PDF-from-Activity-Entity-1536x724.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/2Export-PDF-from-Activity-Entity-2048x966.png 2048w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/2Export-PDF-from-Activity-Entity-660x311.png 660w\" sizes=\"(max-width: 2556px) 100vw, 2556px\" \/><\/p>\n<p>2. Save the template.<\/p>\n<p>3. Navigate to the Email entity, select the record, and hit the <strong>\u201cClick2Export\u201d<\/strong> button.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40269\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/3Export-PDF-from-Activity-Entity.png\" alt=\"Export PDF from Activity Entity\" width=\"1436\" height=\"765\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/3Export-PDF-from-Activity-Entity.png 1436w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/3Export-PDF-from-Activity-Entity-300x160.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/3Export-PDF-from-Activity-Entity-1024x546.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/3Export-PDF-from-Activity-Entity-768x409.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/3Export-PDF-from-Activity-Entity-660x352.png 660w\" sizes=\"(max-width: 1436px) 100vw, 1436px\" \/><\/p>\n<p>4. Choose <strong>\u201cAttach to a New Email\u201d<\/strong> in the Email Action section.<\/p>\n<p>5. Fill in the email recipients (To, CC, BCC) and send the report via Outlook.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40270\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/4Export-PDF-from-Activity-Entity.png\" alt=\"Export PDF from Activity Entity\" width=\"1436\" height=\"766\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/4Export-PDF-from-Activity-Entity.png 1436w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/4Export-PDF-from-Activity-Entity-300x160.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/4Export-PDF-from-Activity-Entity-1024x546.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/4Export-PDF-from-Activity-Entity-768x410.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/4Export-PDF-from-Activity-Entity-660x352.png 660w\" sizes=\"(max-width: 1436px) 100vw, 1436px\" \/><\/p>\n<p><strong>Why Choose Click2Export?<\/strong><\/p>\n<ul>\n<li>Ensures smoother collaboration and faster decision-making.<\/li>\n<li>Bridge gaps between departments by sharing reports directly through email, ensuring everyone has the right information at the right time.<\/li>\n<li>Save valuable time by automating report generation and sharing in just a few clicks, eliminating manual effort.<\/li>\n<li>Ensures compatibility across devices and platforms by converting and exporting reports into a universally accessible PDF format<\/li>\n<li>By exporting reports directly to email or SharePoint, sensitive information stays within your controlled environment, reducing the risk of data breaches.<\/li>\n<\/ul>\n<p><strong>What Do Our Customers Say about our 1 click 2 export solution within Dynamics 365 CRM?<\/strong><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40271\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/5Export-PDF-from-Activity-Entity.png\" alt=\"Export PDF from Activity Entity\" width=\"1380\" height=\"776\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/5Export-PDF-from-Activity-Entity.png 1380w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/5Export-PDF-from-Activity-Entity-300x169.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/5Export-PDF-from-Activity-Entity-1024x576.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/5Export-PDF-from-Activity-Entity-768x432.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/01\/5Export-PDF-from-Activity-Entity-660x371.png 660w\" sizes=\"(max-width: 1380px) 100vw, 1380px\" \/><\/p>\n<p>Explore the functional implementation of <a href=\"https:\/\/docs.inogic.com\/click2export\" target=\"_blank\" rel=\"noopener\">Click2Export<\/a> with a 15-day free trial by downloading the app from <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/click-2-export-microsoft-dynamics-crm-reports\/?utm_source=inogic-blog&amp;utm_medium=c2e&amp;utm_campaign=Iblog\" target=\"_blank\" rel=\"noopener\">Inogic Website<\/a> or <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.schedule-export-reports-views-document-templates?ocid=inogicwebsite_inogic_c2e\" target=\"_blank\" rel=\"noopener\">Microsoft AppSource<\/a>. For assistance or to schedule a demo, contact us at <a href=\"mailto:crm@inogic.com\">crm@inogic.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Over 80% of businesses use PDFs as their primary format for storing and sharing documents. However, this widespread use has its downsides\u201475% of data breaches linked to document sharing are due to poor PDF management. This highlights the need for a simple PDF conversion tool, especially within Dynamics 365 CRM, where document sharing and management\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2025\/01\/export-pdf-from-activity-entity-like-emails-appointments-and-more-in-dynamics-365-crm\/\">Read More: Export PDF from Activity Entity like Emails, Appointments, and More\u2026 &raquo;<\/a><\/span><\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[3105],"class_list":["post-40266","post","type-post","status-publish","format-standard","hentry","category-click2export","tag-export-documents"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.0.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"Over 80% of businesses use PDFs as their primary format for storing and sharing documents. However, this widespread use has its downsides\u201475% of data breaches linked to document sharing are due to poor PDF management. 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