Copy & Paste Text to 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.

Copy & Paste Text to PDF Online

Have you ever needed to copy and paste text in sales contract or invoice stored in your Dynamics 365 account?

With DaDaDocs powerful editor you can add text to any PDF document stored in your Dynamics 365 account. You don’t have to type, just copy text from any other document, web page, spreadsheet or email and paste it into your PDF document. This feature can save you a lot of time and ensure the lossless and error-free data transfer. Сopy and paste text right into the document in your Dynamics 365 account and format it online without downloading and installing any software.

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

Open the document containing the information you need, select and copy it.

Go back to your document in Dynamics 365, click where you’d like to paste the text, and either press the keyboard shortcut CTRL+V or right-click and select Paste from the context menu.

DaDaDocs for integration with Dynamics 365

To change the position of your text, click the arrow icon in the mini toolbar above, while holding down the mouse button, drag the content where you’d like to place it. Change the text size by using the tree icons above or by selecting from the drop-down list in the formatting toolbar. You can underline, italicize or make your text bold.

You can also change the font type and text color by choosing them from the respective drop-down lists in the formatting toolbar.

To delete text, just click the trash can icon in the mini toolbar.

When you have finished editing, click the Done button in the top right corner and save your document back to 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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