How to preview PDF documents in Dynamics 365

September 23rd, 2019 Krimesh Shah Dynamics 365, Tips & Tricks

Microsoft Dynamics 365 Finance & Operations applications deliver contemporary expertise to preview the business documents which are produced by the services. It helps to streamline the business application experience by taking the benefit of the embedded PDF Preview option.
This is a built-in toolbar which can be utilized to navigate, download furthermore to print the document using the locally connected device.

Basic Features:

Here is the illustration showcasing a preview of experience of modern business document

• First Type “&mi=SysReportAdministration” URL in the browser which will open the “Report Option” page
•  Set the Preview documents using the embedded viewer field to Yes.
• Now we will open one Standard Report: Account Payable -> Inquiry and Report -> Vendor Report -> Vendor
• Click OK
• You can view the details in PDF viewer

Advantages of the embedded PDF viewer over the legacy viewer:

1. Dependability between the screen presentation and the printed output.
2. A consistent document report preview experience across devices and platforms, including on-premises deployments.
3. The server-side rendering will improve performance while producing the document.
4. Built-In tooling that allows users to quickly navigate the contents of the business document.

This is how you can preview your important business transactions in D365 without depending on any third-party resources.
To know more about the D365 Finance & Operations.

About Intech

Intech Systems is a three-cloud Microsoft-certified partner that boasts deep expertise in providing digital transformation solutions for organizations by leveraging the Microsoft 365, Dynamics 365, and Azure solution stack. Intech is recognized as a top-tier Microsoft implementation partner globally and specializes in transformative technology solutions such as ERP (Enterprise Resource Planning), CRM (Customer Relationship Management), Business Process Automation, Business Intelligence, Cloud Infrastructure, Data Management, Productivity & Collaboration and Generative AI (Gen-AI) solutions. As a trusted Microsoft Solutions Partner, we are capable of doing complex technology implementations catered to an organization’s specific needs & also rapid solution implementation such as our Microsoft Dynamics 365 Business Central implementation packages. We pair our implementations with end-to-end customer support, offshore development & 3rd party integrations. With offices in India, USA (United States of America), and Singapore, we work with clients across globe to empower businesses with cutting-edge technology solutions. Our latest services aim at delivering business ready AI solutions to the customer, like our  Microsoft Copilot Consulting Services & Solutions for small, medium & large enterprises. Intech’s expertise lies in building software solutions for Manufacturing, Professional Services & Healthcare.  Our Dealer Management System, Sales and Service CRM for Manufacturing, Field Force Automation for Pharmaceuticals and Manufacturing Central are some of our leading industry solutions. Intech’s vision is to catalyze digital futures for operation-centric industries globally, we are at the forefront of innovation, helping organizations drive growth and innovation like never before. Contact Us to learn more.