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How to preview PDF documents in Dynamics 365

September 23rd, 2019 Intech SystemIntech System 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:

Preview PDF documents in D365
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

 

Preview PDF documents in D365

 

  •  Set the Preview documents using the embedded viewer field to Yes.

Preview PDF documents in D365

 

  • Now we will open one Standard Report: Account Payable -> Inquiry and Report -> Vendor Report -> Vendor

PDF Viewer4

 

  • Click OK

PDF Viewer 5

 

  • You can view the details in PDF viewer

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, click here.

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