Insert Images into a PDF in Dynamics 365

The best document editing solution for Dynamics 365
DaDaDocs Dynamics integration
The DaDaDocs Dynamics 365 integration is a complete online PDF editor for typing, editing, erasing, blacking out and annotating text as well as signing PDF documents within Dynamics. Collaborate on documents in your Dynamics account and make them available for filling by anyone on any mobile device.

Insert Images into PDF

Have you ever needed to add images to a sales contract or invoice stored in your Dynamics 365 account?

With DaDaDocs you can attach a picture or image to a PDF or Word document stored in your Dynamics 365 account.

No need to use scanner or upload additional software. Insert images online without leaving a Dynamics 365 account.

To get started, click on Sales and select a required entity, for example, Opportunities.

DaDaDocs integration with Dynamics 365

Select the opportunity from the list and click on DaDaDocs in the top panel of Dynamics interface.

DaDaDocs integration with Dynamics 365 account

Choose the document you would like to edit and press Edit Document.

DaDaDocs for Dynamics 365

Сlick the Picture button to open the Image Wizard, which will offer you to either upload a picture that you already have or take a new one using your webcam.

DaDaDocs for integration with Dynamics 365

If you choose the first option, upload a picture from your computer, place it on the document, and move or resize it for a perfect fit.

Integrate DaDaDocs with Dynamics 365

Choosing the second option, you will be able to take a picture with your webcam. Select a photo size to the right of your camera image and click Take, then click Use to proceed. The window that opens next allows you to crop the image, adjust its brightness and contrast, flip and rotate it, or enhance it otherwise.

DaDaDocs Dynamics 365 integration

After you've finished editing your picture, click the Save and Use button to add the picture to your document.

You can always easily remove the picture. Just click on it and then click the trash can icon above.

When you have finished editing, click the Done button in the top right corner and save your document back to your Dynamics 365 account, send it out for signing or turn into interactive fillable form available to anyone to fill out from any device.

Application Features

PDF Editor
  • Type and erase
  • Black out and redact
  • Add images
  • Draw arrows and lines
  • Place sticky notes and text boxes
Form Builder
  • Turn any document into a smart fillable form
  • Use checkboxes, drop-down menus, date and signature fields, formulas and images
  • Define the filling order and add instructional videos to guide clients through the document
eSign & Workflows
  • eSign documents and collect signatures
  • Get instant notification with a copy of the document once it's been filled out
  • Work together on any device to access, edit, collaborate and comment on a single document

Learn More with Guidebooks

Dynamics 365 Guidebook
PDFfiller's DaDaDocs for Dynamics 365 Guidebook
PDF, 8.80 MB
Download
PDFfiller Guidebook
PDFfiller Guidebook
PDF, 6.0 MB
Download
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